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 | $22,702 | $148,534-84.7% | $135,903-83.3% | $139,434-83.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.68% | 79.19%-51.5pp | 68.23%-40.5pp | 372.94%-345.3pp |
| Employer contribution / active EE | $4,803 | $5,243-8.4% | $4,856-1.1% | $4,751+1.1% |
| Participant deferral / active EE | $7,917 | $8,100-2.3% | $7,758+2.0% | $6,710+18.0% |
| Admin fee / account holder | $164 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |