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 | $28,267 | $157,256-82.0% | $141,162-80.0% | $152,861-81.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 49.80% | 64.32%-14.5pp | 71.39%-21.6pp | 345.32%-295.5pp |
| Employer contribution / active EE | $4,194 | $5,261-20.3% | $4,735-11.4% | $4,762-11.9% |
| Participant deferral / active EE | $8,126 | $7,109+14.3% | $6,709+21.1% | $5,850+38.9% |
| Admin fee / account holder | $58 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |