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 | $37,057 | $148,534-75.1% | $135,903-72.7% | $139,434-73.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.24% | 79.19%-49.0pp | 68.23%-38.0pp | 372.94%-342.7pp |
| Employer contribution / active EE | $4,281 | $5,243-18.4% | $4,856-11.9% | $4,751-9.9% |
| Participant deferral / active EE | $9,450 | $8,100+16.7% | $7,758+21.8% | $6,710+40.8% |
| Admin fee / account holder | $288 | $12,400-97.7% | $10,762-97.3% | $11,403-97.5% |