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 7-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 | $36,676 | $165,335-77.8% | $149,696-75.5% | $158,922-76.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.11% | 348.15%-307.0pp | 276.60%-235.5pp | 302.83%-261.7pp |
| Employer contribution / active EE | $3,470 | $5,103-32.0% | $4,644-25.3% | $4,761-27.1% |
| Participant deferral / active EE | $9,967 | $7,181+38.8% | $6,842+45.7% | $5,982+66.6% |
| Admin fee / account holder | $267 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |