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 | $21,174 | $202,432-89.5% | $169,368-87.5% | $139,434-84.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 33.74% | 531.74%-498.0pp | 405.60%-371.9pp | 372.94%-339.2pp |
| Employer contribution / active EE | $2,352 | $4,692-49.9% | $4,013-41.4% | $4,751-50.5% |
| Participant deferral / active EE | $6,745 | $6,938-2.8% | $6,221+8.4% | $6,710+0.5% |
| Admin fee / account holder | $24 | $10,708-99.8% | $9,003-99.7% | $11,403-99.8% |