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 | $29,948 | $177,572-83.1% | $154,803-80.7% | $142,382-79.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.93% | 65.07%-51.1pp | 58.88%-45.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,669 | $4,810-23.7% | $4,305-14.8% | $4,299-14.6% |
| Participant deferral / active EE | $4,645 | $6,272-25.9% | $5,540-16.2% | $6,507-28.6% |
| Admin fee / account holder | $20 | $16,786-99.9% | $14,329-99.9% | $12,624-99.8% |