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 | $41,206 | $112,881-63.5% | $90,951-54.7% | $158,922-74.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 28.74% | 215.79%-187.1pp | 134.60%-105.9pp | 302.83%-274.1pp |
| Employer contribution / active EE | $7,484 | $2,893+158.7% | $2,122+252.7% | $4,761+57.2% |
| Participant deferral / active EE | $4,956 | $4,128+20.1% | $3,373+46.9% | $5,982-17.2% |
| Admin fee / account holder | $123 | $8,041-98.5% | $5,959-97.9% | $11,246-98.9% |