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 | $34,951 | $126,574-72.4% | $106,213-67.1% | $145,922-76.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 25.76% | 224.79%-199.0pp | 116.14%-90.4pp | 561.29%-535.5pp |
| Employer contribution / active EE | $8,670 | $3,730+132.4% | $3,171+173.4% | $4,660+86.1% |
| Participant deferral / active EE | $1,730 | $5,724-69.8% | $5,016-65.5% | $6,688-74.1% |
| Admin fee / account holder | $164 | $17,304-99.1% | $11,033-98.5% | $13,397-98.8% |