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 | $57,035 | $202,432-71.8% | $169,368-66.3% | $139,434-59.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 42.03% | 531.74%-489.7pp | 405.60%-363.6pp | 372.94%-330.9pp |
| Employer contribution / active EE | $26,094 | $4,692+456.1% | $4,013+550.3% | $4,751+449.2% |
| Participant deferral / active EE | $10,673 | $6,938+53.8% | $6,221+71.5% | $6,710+59.0% |
| Admin fee / account holder | $193 | $10,708-98.2% | $9,003-97.9% | $11,403-98.3% |