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 7-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 | $112,110 | $98,750+13.5% | $149,696-25.1% | $79,858+40.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.67% | 27.43%-6.8pp | 276.60%-255.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $2,594 | $3,216-19.3% | $4,644-44.1% | $2,471+5.0% |
| Participant deferral / active EE | $8,149 | $5,680+43.5% | $6,842+19.1% | $3,740+117.9% |
| Admin fee / account holder | $35 | $6,053-99.4% | $9,309-99.6% | $5,306-99.3% |