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 | $31,759 | $185,822-82.9% | $169,993-81.3% | $139,434-77.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.63% | 60.50%-46.9pp | 53.37%-39.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,615 | $7,590-65.5% | $6,785-61.5% | $4,751-45.0% |
| Participant deferral / active EE | $12,514 | $11,622+7.7% | $10,408+20.2% | $6,710+86.5% |
| Admin fee / account holder | $107 | $15,381-99.3% | $12,815-99.2% | $11,403-99.1% |