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 | $24,655 | $176,056-86.0% | $159,436-84.5% | $167,490-85.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.00% | 331.75%-296.7pp | 263.57%-228.6pp | 478.56%-443.6pp |
| Employer contribution / active EE | $5,112 | $5,297-3.5% | $4,829+5.8% | $4,837+5.7% |
| Participant deferral / active EE | $13,884 | $7,750+79.1% | $7,352+88.8% | $6,341+118.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |