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 | $27,721 | $159,901-82.7% | $146,958-81.1% | $145,922-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.27% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,820 | $5,286-65.6% | $4,933-63.1% | $4,660-60.9% |
| Participant deferral / active EE | $4,747 | $8,428-43.7% | $8,070-41.2% | $6,688-29.0% |
| Admin fee / account holder | $299 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |