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 | $30,316 | $159,901-81.0% | $146,958-79.4% | $145,922-79.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.44% | 98.13%-74.7pp | 418.34%-394.9pp | 561.29%-537.8pp |
| Employer contribution / active EE | $4,137 | $5,286-21.7% | $4,933-16.1% | $4,660-11.2% |
| Participant deferral / active EE | $9,125 | $8,428+8.3% | $8,070+13.1% | $6,688+36.4% |
| Admin fee / account holder | $116 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |