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 | $44,831 | $103,966-56.9% | $112,887-60.3% | $75,163-40.4% |
| Participation rate | 88.0% | 75.7%+12.3pp | 80.5%+7.5pp | 67.2%+20.8pp |
| Annual return | 143.79% | 24.54%+119.3pp | 34.10%+109.7pp | 160.62%-16.8pp |
| Employer contribution / active EE | $5,481 | $3,870+41.6% | $4,563+20.1% | $2,670+105.3% |
| Participant deferral / active EE | $11,941 | $5,456+118.9% | $6,513+83.3% | $4,125+189.5% |
| Admin fee / account holder | $159 | $7,663-97.9% | $7,047-97.8% | $5,651-97.2% |