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 | $41,084 | $175,202-76.6% | $149,673-72.6% | $139,434-70.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 54.06% | 166.71%-112.7pp | 134.42%-80.4pp | 372.94%-318.9pp |
| Employer contribution / active EE | $7,937 | $5,474+45.0% | $4,818+64.8% | $4,751+67.1% |
| Participant deferral / active EE | $19,262 | $6,519+195.5% | $5,680+239.1% | $6,710+187.1% |
| Admin fee / account holder | $87 | $16,150-99.5% | $13,210-99.3% | $11,403-99.2% |