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 | $28,018 | $157,256-82.2% | $141,162-80.2% | $152,861-81.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.26% | 64.32%-47.1pp | 71.39%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $4,463 | $5,261-15.2% | $4,735-5.7% | $4,762-6.3% |
| Participant deferral / active EE | $5,616 | $7,109-21.0% | $6,709-16.3% | $5,850-4.0% |
| Admin fee / account holder | $219 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |