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 4-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 | $78,215 | $214,378-63.5% | $200,582-61.0% | $142,382-45.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.15% | 46.41%-32.3pp | 42.33%-28.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $12,592 | $6,841+84.1% | $6,419+96.2% | $4,299+192.9% |
| Participant deferral / active EE | $5,885 | $9,865-40.3% | $9,331-36.9% | $6,507-9.6% |
| Admin fee / account holder | $235 | $17,692-98.7% | $16,305-98.6% | $12,624-98.1% |