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 | $44,476 | $70,606-37.0% | $53,898-17.5% | $142,382-68.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 25.11% | 619.81%-594.7pp | 528.60%-503.5pp | 217.08%-192.0pp |
| Employer contribution / active EE | $3,195 | $1,202+165.8% | $932+242.8% | $4,299-25.7% |
| Participant deferral / active EE | $4,765 | $2,364+101.6% | $1,826+160.9% | $6,507-26.8% |
| Admin fee / account holder | $166 | $2,852-94.2% | $2,491-93.4% | $12,624-98.7% |