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 | $30,940 | $165,335-81.3% | $149,696-79.3% | $158,922-80.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 47.09% | 348.15%-301.1pp | 276.60%-229.5pp | 302.83%-255.7pp |
| Employer contribution / active EE | $9,836 | $5,103+92.8% | $4,644+111.8% | $4,761+106.6% |
| Participant deferral / active EE | $8,894 | $7,181+23.8% | $6,842+30.0% | $5,982+48.7% |
| Admin fee / account holder | $288 | $10,807-97.3% | $9,309-96.9% | $11,246-97.4% |