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 | $23,367 | $112,881-79.3% | $90,951-74.3% | $158,922-85.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.97% | 215.79%-194.8pp | 134.60%-113.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,040 | $2,893+5.1% | $2,122+43.3% | $4,761-36.1% |
| Participant deferral / active EE | $4,935 | $4,128+19.6% | $3,373+46.3% | $5,982-17.5% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |