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 | $27,766 | $175,202-84.2% | $149,673-81.4% | $139,434-80.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.81% | 166.71%-141.9pp | 134.42%-109.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $3,758 | $5,474-31.4% | $4,818-22.0% | $4,751-20.9% |
| Participant deferral / active EE | $6,627 | $6,519+1.7% | $5,680+16.7% | $6,710-1.2% |
| Admin fee / account holder | $288 | $16,150-98.2% | $13,210-97.8% | $11,403-97.5% |