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 | $42,536 | $183,519-76.8% | $155,509-72.6% | $145,922-70.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.37% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $5,496 | $5,313+3.4% | $4,672+17.6% | $4,660+17.9% |
| Participant deferral / active EE | $10,288 | $6,462+59.2% | $5,626+82.9% | $6,688+53.8% |
| Admin fee / account holder | $174 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |