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 | $37,339 | $105,126-64.5% | $94,646-60.5% | $139,434-73.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.63% | 38.03%-15.4pp | 156.71%-134.1pp | 372.94%-350.3pp |
| Employer contribution / active EE | $5,341 | $4,106+30.1% | $3,672+45.4% | $4,751+12.4% |
| Participant deferral / active EE | $19,171 | $7,599+152.3% | $7,418+158.4% | $6,710+185.7% |
| Admin fee / account holder | $290 | $8,984-96.8% | $7,231-96.0% | $11,403-97.5% |