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 | $33,459 | $152,587-78.1% | $125,175-73.3% | $152,861-78.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.09% | 54.84%-33.8pp | 43.79%-22.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $5,961 | $4,946+20.5% | $3,865+54.2% | $4,762+25.2% |
| Participant deferral / active EE | $6,506 | $5,868+10.9% | $4,937+31.8% | $5,850+11.2% |
| Admin fee / account holder | $18 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |