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 | $21,626 | $148,534-85.4% | $135,903-84.1% | $139,434-84.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.41% | 79.19%-48.8pp | 68.23%-37.8pp | 372.94%-342.5pp |
| Employer contribution / active EE | $2,785 | $5,243-46.9% | $4,856-42.6% | $4,751-41.4% |
| Participant deferral / active EE | $7,534 | $8,100-7.0% | $7,758-2.9% | $6,710+12.3% |
| Admin fee / account holder | $55 | $12,400-99.6% | $10,762-99.5% | $11,403-99.5% |