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 | $18,616 | $202,432-90.8% | $169,368-89.0% | $139,434-86.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.90% | 531.74%-505.8pp | 405.60%-379.7pp | 372.94%-347.0pp |
| Employer contribution / active EE | $4,547 | $4,692-3.1% | $4,013+13.3% | $4,751-4.3% |
| Participant deferral / active EE | $9,755 | $6,938+40.6% | $6,221+56.8% | $6,710+45.4% |
| Admin fee / account holder | $262 | $10,708-97.6% | $9,003-97.1% | $11,403-97.7% |