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 | $25,314 | $74,888-66.2% | $71,209-64.5% | $142,382-82.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.94% | 345.14%-316.2pp | 282.51%-253.6pp | 217.08%-188.1pp |
| Employer contribution / active EE | $5,778 | $2,854+102.4% | $2,721+112.4% | $4,299+34.4% |
| Participant deferral / active EE | $5,778 | $4,454+29.7% | $4,175+38.4% | $6,507-11.2% |
| Admin fee / account holder | $92 | $5,568-98.3% | $5,349-98.3% | $12,624-99.3% |