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 | $36,377 | $106,584-65.9% | $101,326-64.1% | $142,382-74.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.93% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $5,054 | $3,956+27.7% | $3,665+37.9% | $4,299+17.5% |
| Participant deferral / active EE | $5,054 | $8,297-39.1% | $7,994-36.8% | $6,507-22.3% |
| Admin fee / account holder | $168 | $11,446-98.5% | $11,185-98.5% | $12,624-98.7% |