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 3-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 | $61,288 | $179,726-65.9% | $156,263-60.8% | $142,382-57.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 34.08% | 77.86%-43.8pp | 59.47%-25.4pp | 217.08%-183.0pp |
| Employer contribution / active EE | $12,807 | $5,069+152.6% | $4,333+195.6% | $4,299+197.9% |
| Participant deferral / active EE | $10,198 | $6,956+46.6% | $6,158+65.6% | $6,507+56.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |