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 | $40,284 | $175,202-77.0% | $149,673-73.1% | $139,434-71.1% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 518.20% | 166.71%+351.5pp | 134.42%+383.8pp | 372.94%+145.3pp |
| Employer contribution / active EE | $2,515 | $5,474-54.1% | $4,818-47.8% | $4,751-47.1% |
| Participant deferral / active EE | $4,243 | $6,519-34.9% | $5,680-25.3% | $6,710-36.8% |
| Admin fee / account holder | $141 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |