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 8-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 | $37,065 | $162,781-77.2% | $133,956-72.3% | $158,922-76.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.81% | 41.94%-17.1pp | 45.09%-20.3pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,537 | $4,975-49.0% | $3,919-35.3% | $4,761-46.7% |
| Participant deferral / active EE | $8,265 | $5,911+39.8% | $5,048+63.7% | $5,982+38.2% |
| Admin fee / account holder | $121 | $11,736-99.0% | $8,927-98.6% | $11,246-98.9% |