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 | $56,450 | $105,126-46.3% | $94,646-40.4% | $139,434-59.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 38.14% | 38.03%+0.1pp | 156.71%-118.6pp | 372.94%-334.8pp |
| Employer contribution / active EE | $15,336 | $4,106+273.6% | $3,672+317.6% | $4,751+222.8% |
| Participant deferral / active EE | $20,129 | $7,599+164.9% | $7,418+171.4% | $6,710+200.0% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |