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 | $14,272 | $94,338-84.9% | $100,534-85.8% | $142,382-90.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 77.40% | 29.20%+48.2pp | 32.66%+44.7pp | 217.08%-139.7pp |
| Employer contribution / active EE | $5,269 | $4,237+24.4% | $4,346+21.2% | $4,299+22.6% |
| Participant deferral / active EE | $5,664 | $5,934-4.6% | $6,144-7.8% | $6,507-13.0% |
| Admin fee / account holder | $32 | $8,421-99.6% | $7,654-99.6% | $12,624-99.7% |