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 | $29,029 | $159,901-81.8% | $146,958-80.2% | $145,922-80.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.27% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,765 | $5,286-66.6% | $4,933-64.2% | $4,660-62.1% |
| Participant deferral / active EE | $3,889 | $8,428-53.9% | $8,070-51.8% | $6,688-41.8% |
| Admin fee / account holder | $26 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |