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 | $31,836 | $112,881-71.8% | $90,951-65.0% | $158,922-80.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 33.53% | 215.79%-182.3pp | 134.60%-101.1pp | 302.83%-269.3pp |
| Employer contribution / active EE | $4,240 | $2,893+46.5% | $2,122+99.8% | $4,761-11.0% |
| Participant deferral / active EE | $9,514 | $4,128+130.5% | $3,373+182.1% | $5,982+59.0% |
| Admin fee / account holder | $88 | $8,041-98.9% | $5,959-98.5% | $11,246-99.2% |