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 5-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 | $31,218 | $109,982-71.6% | $97,226-67.9% | $145,922-78.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.30% | 242.90%-226.6pp | 75.13%-58.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,841 | $3,084+24.6% | $2,729+40.8% | $4,660-17.6% |
| Participant deferral / active EE | $4,083 | $4,676-12.7% | $4,264-4.2% | $6,688-39.0% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.9% |