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 | $113,047 | $201,272-43.8% | $184,203-38.6% | $145,922-22.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.70% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,976 | $7,022-43.4% | $6,427-38.1% | $4,660-14.7% |
| Participant deferral / active EE | $7,086 | $9,806-27.7% | $9,131-22.4% | $6,688+5.9% |
| Admin fee / account holder | $73 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |