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 3-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 | $41,179 | $96,635-57.4% | $86,612-52.5% | $139,434-70.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.25% | 106.41%-84.2pp | 591.07%-568.8pp | 372.94%-350.7pp |
| Employer contribution / active EE | $18,306 | $3,263+461.0% | $3,022+505.7% | $4,751+285.3% |
| Participant deferral / active EE | $7,147 | $4,836+47.8% | $4,438+61.1% | $6,710+6.5% |
| Admin fee / account holder | $81 | $6,408-98.7% | $5,614-98.6% | $11,403-99.3% |