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 | $29,069 | $185,822-84.4% | $169,993-82.9% | $139,434-79.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 45.11% | 60.50%-15.4pp | 53.37%-8.3pp | 372.94%-327.8pp |
| Employer contribution / active EE | $2,736 | $7,590-64.0% | $6,785-59.7% | $4,751-42.4% |
| Participant deferral / active EE | $10,634 | $11,622-8.5% | $10,408+2.2% | $6,710+58.5% |
| Admin fee / account holder | $213 | $15,381-98.6% | $12,815-98.3% | $11,403-98.1% |