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 3-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 | $34,548 | $197,591-82.5% | $177,821-80.6% | $158,922-78.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.16% | 58.76%-39.6pp | 48.32%-29.2pp | 302.83%-283.7pp |
| Employer contribution / active EE | $5,340 | $6,697-20.3% | $5,918-9.8% | $4,761+12.1% |
| Participant deferral / active EE | $10,338 | $8,405+23.0% | $7,714+34.0% | $5,982+72.8% |
| Admin fee / account holder | $96 | $15,399-99.4% | $12,427-99.2% | $11,246-99.2% |