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 | $67,448 | $177,572-62.0% | $154,803-56.4% | $142,382-52.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.93% | 65.07%-46.1pp | 58.88%-40.0pp | 217.08%-198.1pp |
| Employer contribution / active EE | $11,425 | $4,810+137.5% | $4,305+165.4% | $4,299+165.7% |
| Participant deferral / active EE | $7,547 | $6,272+20.3% | $5,540+36.2% | $6,507+16.0% |
| Admin fee / account holder | $197 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |