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 | $26,235 | $165,335-84.1% | $149,696-82.5% | $158,922-83.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.72% | 348.15%-312.4pp | 276.60%-240.9pp | 302.83%-267.1pp |
| Employer contribution / active EE | $3,749 | $5,103-26.5% | $4,644-19.3% | $4,761-21.3% |
| Participant deferral / active EE | $9,157 | $7,181+27.5% | $6,842+33.8% | $5,982+53.1% |
| Admin fee / account holder | $55 | $10,807-99.5% | $9,309-99.4% | $11,246-99.5% |