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 3-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 | $34,906 | $183,519-81.0% | $155,509-77.6% | $145,922-76.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.34% | 61.17%-43.8pp | 64.67%-47.3pp | 561.29%-543.9pp |
| Employer contribution / active EE | $4,679 | $5,313-11.9% | $4,672+0.1% | $4,660+0.4% |
| Participant deferral / active EE | $6,030 | $6,462-6.7% | $5,626+7.2% | $6,688-9.8% |
| Admin fee / account holder | $177 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |