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 | $30,698 | $107,334-71.4% | $92,893-67.0% | $152,861-79.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.44% | 145.58%-119.1pp | 109.41%-83.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $11,225 | $4,221+165.9% | $3,653+207.3% | $4,762+135.7% |
| Participant deferral / active EE | $3,958 | $4,845-18.3% | $4,236-6.6% | $5,850-32.3% |
| Admin fee / account holder | $230 | $7,079-96.8% | $5,794-96.0% | $11,596-98.0% |