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 4-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 | $46,390 | $210,648-78.0% | $177,989-73.9% | $145,922-68.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.18% | 385.86%-370.7pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,164 | $4,565-8.8% | $3,949+5.4% | $4,660-10.6% |
| Participant deferral / active EE | $4,164 | $6,958-40.2% | $6,276-33.7% | $6,688-37.7% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |