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 | $29,619 | $148,534-80.1% | $135,903-78.2% | $139,434-78.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 82.45% | 79.19%+3.3pp | 68.23%+14.2pp | 372.94%-290.5pp |
| Employer contribution / active EE | $6,054 | $5,243+15.5% | $4,856+24.7% | $4,751+27.4% |
| Participant deferral / active EE | $7,693 | $8,100-5.0% | $7,758-0.8% | $6,710+14.6% |
| Admin fee / account holder | $59 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |