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 | $39,989 | $74,888-46.6% | $71,209-43.8% | $142,382-71.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.45% | 345.14%-316.7pp | 282.51%-254.1pp | 217.08%-188.6pp |
| Employer contribution / active EE | $5,666 | $2,854+98.5% | $2,721+108.2% | $4,299+31.8% |
| Participant deferral / active EE | $15,634 | $4,454+251.0% | $4,175+274.5% | $6,507+140.3% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |