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 | $42,967 | $227,553-81.1% | $189,557-77.3% | $167,490-74.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.19% | 78.40%-66.2pp | 64.17%-52.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $10,225 | $5,316+92.3% | $4,412+131.7% | $4,837+111.4% |
| Participant deferral / active EE | $12,800 | $7,002+82.8% | $6,174+107.3% | $6,341+101.9% |
| Admin fee / account holder | $128 | $11,878-98.9% | $9,807-98.7% | $12,309-99.0% |