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 | $25,733 | $202,432-87.3% | $169,368-84.8% | $139,434-81.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.34% | 531.74%-500.4pp | 405.60%-374.3pp | 372.94%-341.6pp |
| Employer contribution / active EE | $3,608 | $4,692-23.1% | $4,013-10.1% | $4,751-24.0% |
| Participant deferral / active EE | $10,699 | $6,938+54.2% | $6,221+72.0% | $6,710+59.4% |
| Admin fee / account holder | $84 | $10,708-99.2% | $9,003-99.1% | $11,403-99.3% |