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 | $33,996 | $165,335-79.4% | $149,696-77.3% | $158,922-78.6% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 97.78% | 348.15%-250.4pp | 276.60%-178.8pp | 302.83%-205.0pp |
| Employer contribution / active EE | $11,749 | $5,103+130.2% | $4,644+153.0% | $4,761+146.8% |
| Participant deferral / active EE | $6,301 | $7,181-12.3% | $6,842-7.9% | $5,982+5.3% |
| Admin fee / account holder | $89 | $10,807-99.2% | $9,309-99.0% | $11,246-99.2% |