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 | $42,882 | $210,648-79.6% | $177,989-75.9% | $145,922-70.6% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.51% | 385.86%-372.4pp | 294.48%-281.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $4,464 | $4,565-2.2% | $3,949+13.1% | $4,660-4.2% |
| Participant deferral / active EE | $10,153 | $6,958+45.9% | $6,276+61.8% | $6,688+51.8% |
| Admin fee / account holder | $207 | $12,013-98.3% | $10,363-98.0% | $13,397-98.5% |