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 | $46,699 | $177,572-73.7% | $154,803-69.8% | $142,382-67.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.96% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $5,582 | $4,810+16.0% | $4,305+29.7% | $4,299+29.8% |
| Participant deferral / active EE | $4,953 | $6,272-21.0% | $5,540-10.6% | $6,507-23.9% |
| Admin fee / account holder | $235 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |