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 9-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 | $35,268 | $99,020-64.4% | $86,590-59.3% | $147,584-76.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.07% | 1312.34%-1292.3pp | 964.84%-944.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $3,455 | $3,132+10.3% | $2,839+21.7% | $4,876-29.2% |
| Participant deferral / active EE | $3,455 | $3,972-13.0% | $3,609-4.3% | $5,439-36.5% |
| Admin fee / account holder | $30 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |