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 5-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 | $38,322 | $183,519-79.1% | $155,509-75.4% | $145,922-73.7% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 14.65% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $8,568 | $5,313+61.3% | $4,672+83.4% | $4,660+83.9% |
| Participant deferral / active EE | $7,901 | $6,462+22.3% | $5,626+40.4% | $6,688+18.1% |
| Admin fee / account holder | $166 | $19,313-99.1% | $15,912-99.0% | $13,397-98.8% |