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 | $26,689 | $148,534-82.0% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 112.86% | 79.19%+33.7pp | 68.23%+44.6pp | 372.94%-260.1pp |
| Employer contribution / active EE | $7,468 | $5,243+42.4% | $4,856+53.8% | $4,751+57.2% |
| Participant deferral / active EE | $10,974 | $8,100+35.5% | $7,758+41.5% | $6,710+63.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |