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 | $129,195 | $214,378-39.7% | $200,582-35.6% | $142,382-9.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.01% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,641 | $6,841-17.6% | $6,419-12.1% | $4,299+31.2% |
| Participant deferral / active EE | $9,893 | $9,865+0.3% | $9,331+6.0% | $6,507+52.0% |
| Admin fee / account holder | $207 | $17,692-98.8% | $16,305-98.7% | $12,624-98.4% |