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 | $36,532 | $165,335-77.9% | $149,696-75.6% | $158,922-77.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 47.19% | 348.15%-301.0pp | 276.60%-229.4pp | 302.83%-255.6pp |
| Employer contribution / active EE | $6,019 | $5,103+17.9% | $4,644+29.6% | $4,761+26.4% |
| Participant deferral / active EE | $13,645 | $7,181+90.0% | $6,842+99.4% | $5,982+128.1% |
| Admin fee / account holder | $138 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |