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 | $41,925 | $210,648-80.1% | $177,989-76.4% | $145,922-71.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.27% | 385.86%-376.6pp | 294.48%-285.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,413 | $4,565-3.3% | $3,949+11.8% | $4,660-5.3% |
| Participant deferral / active EE | $8,253 | $6,958+18.6% | $6,276+31.5% | $6,688+23.4% |
| Admin fee / account holder | $167 | $12,013-98.6% | $10,363-98.4% | $13,397-98.8% |