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 8-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 | $61,629 | $209,411-70.6% | $178,490-65.5% | $158,922-61.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.57% | 188.75%-181.2pp | 151.07%-143.5pp | 302.83%-295.3pp |
| Employer contribution / active EE | $3,189 | $5,706-44.1% | $5,011-36.3% | $4,761-33.0% |
| Participant deferral / active EE | $15,125 | $5,954+154.0% | $5,202+190.8% | $5,982+152.8% |
| Admin fee / account holder | $293 | $17,074-98.3% | $13,984-97.9% | $11,246-97.4% |