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 9-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 | $31,698 | $107,334-70.5% | $92,893-65.9% | $152,861-79.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 26.65% | 145.58%-118.9pp | 109.41%-82.8pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,940 | $4,221-30.4% | $3,653-19.5% | $4,762-38.3% |
| Participant deferral / active EE | $8,284 | $4,845+71.0% | $4,236+95.6% | $5,850+41.6% |
| Admin fee / account holder | $134 | $7,079-98.1% | $5,794-97.7% | $11,596-98.8% |