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 6-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 | $31,260 | $176,056-82.2% | $159,436-80.4% | $167,490-81.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.53% | 331.75%-315.2pp | 263.57%-247.0pp | 478.56%-462.0pp |
| Employer contribution / active EE | $5,690 | $5,297+7.4% | $4,829+17.8% | $4,837+17.6% |
| Participant deferral / active EE | $14,938 | $7,750+92.7% | $7,352+103.2% | $6,341+135.6% |
| Admin fee / account holder | $185 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |