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 | $55,754 | $214,378-74.0% | $200,582-72.2% | $142,382-60.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.72% | 46.41%-28.7pp | 42.33%-24.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,625 | $6,841-3.2% | $6,419+3.2% | $4,299+54.1% |
| Participant deferral / active EE | $13,250 | $9,865+34.3% | $9,331+42.0% | $6,507+103.6% |
| Admin fee / account holder | $173 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |