See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,625 | $201,272-35.6% | $184,203-29.6% | $145,922-11.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.89% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $4,243 | $7,022-39.6% | $6,427-34.0% | $4,660-8.9% |
| Participant deferral / active EE | $13,583 | $9,806+38.5% | $9,131+48.7% | $6,688+103.1% |
| Admin fee / account holder | $292 | $16,364-98.2% | $13,901-97.9% | $13,397-97.8% |