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 | $31,133 | $74,888-58.4% | $71,209-56.3% | $142,382-78.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.90% | 345.14%-320.2pp | 282.51%-257.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $9,611 | $2,854+236.7% | $2,721+253.2% | $4,299+123.6% |
| Participant deferral / active EE | $13,157 | $4,454+195.4% | $4,175+215.1% | $6,507+102.2% |
| Admin fee / account holder | $105 | $5,568-98.1% | $5,349-98.0% | $12,624-99.2% |