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 4-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 | $30,936 | $165,984-81.4% | $164,813-81.2% | $145,922-78.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.10% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,525 | $5,273-71.1% | $4,341-64.9% | $4,660-67.3% |
| Participant deferral / active EE | $8,009 | $6,959+15.1% | $6,031+32.8% | $6,688+19.8% |
| Admin fee / account holder | $134 | $16,648-99.2% | $12,690-98.9% | $13,397-99.0% |