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 | $74,624 | $209,832-64.4% | $189,513-60.6% | $167,490-55.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.12% | 748.27%-723.1pp | 555.15%-530.0pp | 478.56%-453.4pp |
| Employer contribution / active EE | $2,616 | $6,914-62.2% | $6,162-57.5% | $4,837-45.9% |
| Participant deferral / active EE | $8,516 | $8,935-4.7% | $8,221+3.6% | $6,341+34.3% |
| Admin fee / account holder | $16 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |