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 3-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 | $37,526 | $99,877-62.4% | $84,966-55.8% | $145,922-74.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 41.09% | 83.76%-42.7pp | 66.38%-25.3pp | 561.29%-520.2pp |
| Employer contribution / active EE | $7,330 | $3,231+126.8% | $2,727+168.8% | $4,660+57.3% |
| Participant deferral / active EE | $15,780 | $5,291+198.3% | $4,519+249.2% | $6,688+136.0% |
| Admin fee / account holder | $243 | $7,248-96.6% | $6,149-96.0% | $13,397-98.2% |