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 5-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 | $48,668 | $210,648-76.9% | $177,989-72.7% | $145,922-66.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.29% | 385.86%-369.6pp | 294.48%-278.2pp | 561.29%-545.0pp |
| Employer contribution / active EE | $10,556 | $4,565+131.3% | $3,949+167.3% | $4,660+126.5% |
| Participant deferral / active EE | $10,581 | $6,958+52.1% | $6,276+68.6% | $6,688+58.2% |
| Admin fee / account holder | $178 | $12,013-98.5% | $10,363-98.3% | $13,397-98.7% |