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 | $38,170 | $148,534-74.3% | $135,903-71.9% | $139,434-72.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.95% | 79.19%-55.2pp | 68.23%-44.3pp | 372.94%-349.0pp |
| Employer contribution / active EE | $3,752 | $5,243-28.4% | $4,856-22.7% | $4,751-21.0% |
| Participant deferral / active EE | $9,466 | $8,100+16.9% | $7,758+22.0% | $6,710+41.1% |
| Admin fee / account holder | $214 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |