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 8-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 | $24,587 | $138,044-82.2% | $125,339-80.4% | $134,475-81.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.58% | 750.33%-746.7pp | 572.05%-568.5pp | 417.96%-414.4pp |
| Employer contribution / active EE | $2,015 | $5,243-61.6% | $4,814-58.1% | $4,740-57.5% |
| Participant deferral / active EE | $3,688 | $7,799-52.7% | $7,446-50.5% | $6,400-42.4% |
| Admin fee / account holder | $1 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |