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 | $69,503 | $106,515-34.7% | $96,683-28.1% | $139,434-50.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.64% | 38.43%-9.8pp | 35.69%-7.1pp | 372.94%-344.3pp |
| Employer contribution / active EE | $15,187 | $4,103+270.2% | $3,737+306.4% | $4,751+219.7% |
| Participant deferral / active EE | $11,777 | $5,454+115.9% | $4,878+141.4% | $6,710+75.5% |
| Admin fee / account holder | $146 | $7,877-98.2% | $6,730-97.8% | $11,403-98.7% |