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 4-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 | $23,947 | $148,534-83.9% | $135,903-82.4% | $139,434-82.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.98% | 79.19%-48.2pp | 68.23%-37.2pp | 372.94%-342.0pp |
| Employer contribution / active EE | $6,347 | $5,243+21.1% | $4,856+30.7% | $4,751+33.6% |
| Participant deferral / active EE | $6,786 | $8,100-16.2% | $7,758-12.5% | $6,710+1.1% |
| Admin fee / account holder | $70 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |