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 | $67,382 | $126,574-46.8% | $106,213-36.6% | $145,922-53.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.94% | 224.79%-212.8pp | 116.14%-104.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $12,837 | $3,730+244.1% | $3,171+304.8% | $4,660+175.5% |
| Participant deferral / active EE | $6,248 | $5,724+9.2% | $5,016+24.6% | $6,688-6.6% |
| Admin fee / account holder | $192 | $17,304-98.9% | $11,033-98.3% | $13,397-98.6% |