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 | $42,370 | $102,828-58.8% | $105,387-59.8% | $152,861-72.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 70.87% | 20.85%+50.0pp | 26.82%+44.0pp | 345.32%-274.5pp |
| Employer contribution / active EE | $4,374 | $4,473-2.2% | $4,213+3.8% | $4,762-8.2% |
| Participant deferral / active EE | $1,917 | $5,465-64.9% | $5,502-65.2% | $5,850-67.2% |
| Admin fee / account holder | $165 | $8,683-98.1% | $6,559-97.5% | $11,596-98.6% |