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 | $28,467 | $165,335-82.8% | $149,696-81.0% | $158,922-82.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.82% | 348.15%-322.3pp | 276.60%-250.8pp | 302.83%-277.0pp |
| Employer contribution / active EE | $2,418 | $5,103-52.6% | $4,644-47.9% | $4,761-49.2% |
| Participant deferral / active EE | $7,709 | $7,181+7.3% | $6,842+12.7% | $5,982+28.9% |
| Admin fee / account holder | $23 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |