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 7-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 | $32,867 | $165,335-80.1% | $149,696-78.0% | $158,922-79.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.31% | 348.15%-306.8pp | 276.60%-235.3pp | 302.83%-261.5pp |
| Employer contribution / active EE | $9,401 | $5,103+84.2% | $4,644+102.4% | $4,761+97.5% |
| Participant deferral / active EE | $6,143 | $7,181-14.5% | $6,842-10.2% | $5,982+2.7% |
| Admin fee / account holder | $20 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |