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 | $25,841 | $159,901-83.8% | $146,958-82.4% | $145,922-82.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 40.86% | 98.13%-57.3pp | 418.34%-377.5pp | 561.29%-520.4pp |
| Employer contribution / active EE | $5,644 | $5,286+6.8% | $4,933+14.4% | $4,660+21.1% |
| Participant deferral / active EE | $7,909 | $8,428-6.2% | $8,070-2.0% | $6,688+18.3% |
| Admin fee / account holder | $231 | $15,044-98.5% | $12,998-98.2% | $13,397-98.3% |