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 4-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 | $22,755 | $202,432-88.8% | $169,368-86.6% | $139,434-83.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 69.79% | 531.74%-462.0pp | 405.60%-335.8pp | 372.94%-303.2pp |
| Employer contribution / active EE | $3,580 | $4,692-23.7% | $4,013-10.8% | $4,751-24.6% |
| Participant deferral / active EE | $14,273 | $6,938+105.7% | $6,221+129.4% | $6,710+112.7% |
| Admin fee / account holder | $54 | $10,708-99.5% | $9,003-99.4% | $11,403-99.5% |