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 | $30,466 | $74,888-59.3% | $71,209-57.2% | $142,382-78.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.95% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,879 | $2,854+0.9% | $2,721+5.8% | $4,299-33.0% |
| Participant deferral / active EE | $4,378 | $4,454-1.7% | $4,175+4.8% | $6,507-32.7% |
| Admin fee / account holder | $150 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |