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 | $37,568 | $202,432-81.4% | $169,368-77.8% | $139,434-73.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 31.16% | 531.74%-500.6pp | 405.60%-374.4pp | 372.94%-341.8pp |
| Employer contribution / active EE | $4,847 | $4,692+3.3% | $4,013+20.8% | $4,751+2.0% |
| Participant deferral / active EE | $13,722 | $6,938+97.8% | $6,221+120.6% | $6,710+104.5% |
| Admin fee / account holder | $223 | $10,708-97.9% | $9,003-97.5% | $11,403-98.0% |