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 | $34,102 | $165,335-79.4% | $149,696-77.2% | $158,922-78.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 43.10% | 348.15%-305.1pp | 276.60%-233.5pp | 302.83%-259.7pp |
| Employer contribution / active EE | $2,985 | $5,103-41.5% | $4,644-35.7% | $4,761-37.3% |
| Participant deferral / active EE | $5,928 | $7,181-17.4% | $6,842-13.3% | $5,982-0.9% |
| Admin fee / account holder | $112 | $10,807-99.0% | $9,309-98.8% | $11,246-99.0% |