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 | $34,171 | $115,770-70.5% | $101,248-66.3% | $158,922-78.5% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 23.89% | 56.14%-32.2pp | 46.47%-22.6pp | 302.83%-278.9pp |
| Employer contribution / active EE | $2,769 | $4,175-33.7% | $3,660-24.3% | $4,761-41.8% |
| Participant deferral / active EE | $5,246 | $4,957+5.8% | $4,370+20.0% | $5,982-12.3% |
| Admin fee / account holder | $37 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |