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 | $29,957 | $183,519-83.7% | $155,509-80.7% | $145,922-79.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.10% | 61.17%-44.1pp | 64.67%-47.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,387 | $5,313-73.9% | $4,672-70.3% | $4,660-70.2% |
| Participant deferral / active EE | $2,689 | $6,462-58.4% | $5,626-52.2% | $6,688-59.8% |
| Admin fee / account holder | $300 | $19,313-98.4% | $15,912-98.1% | $13,397-97.8% |