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 | $35,559 | $157,256-77.4% | $141,162-74.8% | $152,861-76.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 193.51% | 64.32%+129.2pp | 71.39%+122.1pp | 345.32%-151.8pp |
| Employer contribution / active EE | $10,494 | $5,261+99.5% | $4,735+121.6% | $4,762+120.4% |
| Participant deferral / active EE | $20,970 | $7,109+195.0% | $6,709+212.6% | $5,850+258.4% |
| Admin fee / account holder | $133 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |