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 | $32,358 | $148,534-78.2% | $135,903-76.2% | $139,434-76.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.20% | 79.19%-50.0pp | 68.23%-39.0pp | 372.94%-343.7pp |
| Employer contribution / active EE | $3,364 | $5,243-35.8% | $4,856-30.7% | $4,751-29.2% |
| Participant deferral / active EE | $10,146 | $8,100+25.3% | $7,758+30.8% | $6,710+51.2% |
| Admin fee / account holder | $44 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |