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 9-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 | $34,305 | $198,466-82.7% | $170,442-79.9% | $147,584-76.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.69% | 257.29%-236.6pp | 205.93%-185.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,305 | $6,184-62.7% | $5,433-57.6% | $4,876-52.7% |
| Participant deferral / active EE | $4,029 | $5,629-28.4% | $4,939-18.4% | $5,439-25.9% |
| Admin fee / account holder | $54 | $16,852-99.7% | $13,880-99.6% | $10,885-99.5% |