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 | $40,223 | $126,574-68.2% | $106,213-62.1% | $145,922-72.4% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 32.20% | 224.79%-192.6pp | 116.14%-83.9pp | 561.29%-529.1pp |
| Employer contribution / active EE | $4,726 | $3,730+26.7% | $3,171+49.0% | $4,660+1.4% |
| Participant deferral / active EE | $17,598 | $5,724+207.5% | $5,016+250.8% | $6,688+163.1% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |