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 | $44,438 | $148,534-70.1% | $135,903-67.3% | $139,434-68.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.20% | 79.19%-56.0pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $11,895 | $5,243+126.9% | $4,856+145.0% | $4,751+150.4% |
| Participant deferral / active EE | $8,180 | $8,100+1.0% | $7,758+5.4% | $6,710+21.9% |
| Admin fee / account holder | $264 | $12,400-97.9% | $10,762-97.5% | $11,403-97.7% |