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 6-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 | $33,076 | $165,335-80.0% | $149,696-77.9% | $158,922-79.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.28% | 348.15%-323.9pp | 276.60%-252.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,718 | $5,103-46.7% | $4,644-41.5% | $4,761-42.9% |
| Participant deferral / active EE | $11,578 | $7,181+61.2% | $6,842+69.2% | $5,982+93.5% |
| Admin fee / account holder | $90 | $10,807-99.2% | $9,309-99.0% | $11,246-99.2% |