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 | $35,147 | $209,411-83.2% | $178,490-80.3% | $158,922-77.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 42.53% | 188.75%-146.2pp | 151.07%-108.5pp | 302.83%-260.3pp |
| Employer contribution / active EE | $3,086 | $5,706-45.9% | $5,011-38.4% | $4,761-35.2% |
| Participant deferral / active EE | $6,920 | $5,954+16.2% | $5,202+33.0% | $5,982+15.7% |
| Admin fee / account holder | $269 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |