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 | $57,168 | $74,888-23.7% | $71,209-19.7% | $142,382-59.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.66% | 345.14%-325.5pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,853 | $2,854-0.1% | $2,721+4.8% | $4,299-33.6% |
| Participant deferral / active EE | $12,678 | $4,454+184.6% | $4,175+203.6% | $6,507+94.8% |
| Admin fee / account holder | $269 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |