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 | $42,160 | $217,402-80.6% | $185,823-77.3% | $167,490-74.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.19% | 148.36%-122.2pp | 122.05%-95.9pp | 478.56%-452.4pp |
| Employer contribution / active EE | $9,550 | $5,873+62.6% | $5,167+84.8% | $4,837+97.4% |
| Participant deferral / active EE | $18,150 | $6,356+185.5% | $5,568+226.0% | $6,341+186.2% |
| Admin fee / account holder | $103 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |