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 | $39,393 | $104,974-62.5% | $95,585-58.8% | $142,382-72.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 25.32% | 210.33%-185.0pp | 38.56%-13.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $4,072 | $2,779+46.6% | $2,527+61.2% | $4,299-5.3% |
| Participant deferral / active EE | $9,227 | $4,352+112.0% | $4,023+129.4% | $6,507+41.8% |
| Admin fee / account holder | $61 | $6,386-99.0% | $6,127-99.0% | $12,624-99.5% |