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 | $27,337 | $183,519-85.1% | $155,509-82.4% | $145,922-81.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.08% | 61.17%-42.1pp | 64.67%-45.6pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,167 | $5,313-78.0% | $4,672-75.0% | $4,660-75.0% |
| Participant deferral / active EE | $7,970 | $6,462+23.3% | $5,626+41.7% | $6,688+19.2% |
| Admin fee / account holder | $249 | $19,313-98.7% | $15,912-98.4% | $13,397-98.1% |