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 5-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 | $36,006 | $154,117-76.6% | $129,995-72.3% | $139,434-74.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 49.89% | 32.48%+17.4pp | -137.18%+187.1pp | 372.94%-323.1pp |
| Employer contribution / active EE | $1,275 | $5,289-75.9% | $4,320-70.5% | $4,751-73.2% |
| Participant deferral / active EE | $9,418 | $6,710+40.4% | $5,820+61.8% | $6,710+40.3% |
| Admin fee / account holder | $284 | $14,007-98.0% | $10,614-97.3% | $11,403-97.5% |