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 | $21,923 | $183,519-88.1% | $155,509-85.9% | $145,922-85.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 45.28% | 61.17%-15.9pp | 64.67%-19.4pp | 561.29%-516.0pp |
| Employer contribution / active EE | $3,696 | $5,313-30.4% | $4,672-20.9% | $4,660-20.7% |
| Participant deferral / active EE | $6,302 | $6,462-2.5% | $5,626+12.0% | $6,688-5.8% |
| Admin fee / account holder | $220 | $19,313-98.9% | $15,912-98.6% | $13,397-98.4% |