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 | $24,377 | $183,519-86.7% | $155,509-84.3% | $145,922-83.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.64% | 61.17%-35.5pp | 64.67%-39.0pp | 561.29%-535.6pp |
| Employer contribution / active EE | $1,921 | $5,313-63.8% | $4,672-58.9% | $4,660-58.8% |
| Participant deferral / active EE | $4,185 | $6,462-35.2% | $5,626-25.6% | $6,688-37.4% |
| Admin fee / account holder | $58 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |