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 | $44,298 | $176,377-74.9% | $134,143-67.0% | $158,922-72.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.24% | 63.63%-44.4pp | 36.33%-17.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $7,553 | $5,040+49.8% | $3,704+103.9% | $4,761+58.6% |
| Participant deferral / active EE | $8,697 | $4,091+112.6% | $3,499+148.6% | $5,982+45.4% |
| Admin fee / account holder | $140 | $8,718-98.4% | $6,684-97.9% | $11,246-98.8% |