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 6-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 | $43,037 | $126,574-66.0% | $106,213-59.5% | $145,922-70.5% |
| Participation rate | 70.6% | 77.6%-7.0pp | 75.3%-4.7pp | 80.3%-9.7pp |
| Annual return | 16.31% | 224.79%-208.5pp | 116.14%-99.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,079 | $3,730+9.3% | $3,171+28.6% | $4,660-12.5% |
| Participant deferral / active EE | $2,951 | $5,724-48.4% | $5,016-41.2% | $6,688-55.9% |
| Admin fee / account holder | $241 | $17,304-98.6% | $11,033-97.8% | $13,397-98.2% |