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 | $35,394 | $104,974-66.3% | $95,585-63.0% | $142,382-75.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 29.51% | 210.33%-180.8pp | 38.56%-9.0pp | 217.08%-187.6pp |
| Employer contribution / active EE | $4,348 | $2,779+56.5% | $2,527+72.1% | $4,299+1.1% |
| Participant deferral / active EE | $13,113 | $4,352+201.3% | $4,023+226.0% | $6,507+101.5% |
| Admin fee / account holder | $167 | $6,386-97.4% | $6,127-97.3% | $12,624-98.7% |