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 5-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 | $29,453 | $165,984-82.3% | $164,813-82.1% | $145,922-79.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.23% | 100.03%-88.8pp | 69.93%-58.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,567 | $5,273-51.3% | $4,341-40.9% | $4,660-44.9% |
| Participant deferral / active EE | $2,729 | $6,959-60.8% | $6,031-54.8% | $6,688-59.2% |
| Admin fee / account holder | $117 | $16,648-99.3% | $12,690-99.1% | $13,397-99.1% |