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 | $39,277 | $165,984-76.3% | $164,813-76.2% | $145,922-73.1% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 18.65% | 100.03%-81.4pp | 69.93%-51.3pp | 561.29%-542.6pp |
| Employer contribution / active EE | $9,554 | $5,273+81.2% | $4,341+120.1% | $4,660+105.0% |
| Participant deferral / active EE | $8,498 | $6,959+22.1% | $6,031+40.9% | $6,688+27.1% |
| Admin fee / account holder | $205 | $16,648-98.8% | $12,690-98.4% | $13,397-98.5% |