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 | $31,900 | $162,781-80.4% | $133,956-76.2% | $158,922-79.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.60% | 41.94%-12.3pp | 45.09%-15.5pp | 302.83%-273.2pp |
| Employer contribution / active EE | $5,194 | $4,975+4.4% | $3,919+32.5% | $4,761+9.1% |
| Participant deferral / active EE | $4,900 | $5,911-17.1% | $5,048-2.9% | $5,982-18.1% |
| Admin fee / account holder | $107 | $11,736-99.1% | $8,927-98.8% | $11,246-99.1% |