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 | $49,934 | $133,922-62.7% | $116,228-57.0% | $142,382-64.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.37% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,832 | $3,446+127.3% | $2,994+161.6% | $4,299+82.2% |
| Participant deferral / active EE | $5,914 | $5,672+4.3% | $4,953+19.4% | $6,507-9.1% |
| Admin fee / account holder | $249 | $14,945-98.3% | $11,989-97.9% | $12,624-98.0% |