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 | $21,186 | $175,202-87.9% | $149,673-85.8% | $139,434-84.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.84% | 166.71%-140.9pp | 134.42%-108.6pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,221 | $5,474-59.4% | $4,818-53.9% | $4,751-53.2% |
| Participant deferral / active EE | $8,257 | $6,519+26.7% | $5,680+45.4% | $6,710+23.1% |
| Admin fee / account holder | $69 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |