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 | $32,909 | $227,553-85.5% | $189,557-82.6% | $167,490-80.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 22.58% | 78.40%-55.8pp | 64.17%-41.6pp | 478.56%-456.0pp |
| Employer contribution / active EE | $7,428 | $5,316+39.7% | $4,412+68.4% | $4,837+53.6% |
| Participant deferral / active EE | $6,280 | $7,002-10.3% | $6,174+1.7% | $6,341-1.0% |
| Admin fee / account holder | $171 | $11,878-98.6% | $9,807-98.3% | $12,309-98.6% |