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 | $20,512 | $115,770-82.3% | $101,248-79.7% | $158,922-87.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.78% | 56.14%-27.4pp | 46.47%-17.7pp | 302.83%-274.0pp |
| Employer contribution / active EE | $4,087 | $4,175-2.1% | $3,660+11.7% | $4,761-14.2% |
| Participant deferral / active EE | $3,951 | $4,957-20.3% | $4,370-9.6% | $5,982-34.0% |
| Admin fee / account holder | $86 | $7,245-98.8% | $5,945-98.6% | $11,246-99.2% |