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 | $41,711 | $217,402-80.8% | $185,823-77.6% | $167,490-75.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.32% | 148.36%-116.0pp | 122.05%-89.7pp | 478.56%-446.2pp |
| Employer contribution / active EE | $6,319 | $5,873+7.6% | $5,167+22.3% | $4,837+30.6% |
| Participant deferral / active EE | $3,867 | $6,356-39.2% | $5,568-30.6% | $6,341-39.0% |
| Admin fee / account holder | $68 | $19,811-99.7% | $16,237-99.6% | $12,309-99.4% |