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 | $46,550 | $74,888-37.8% | $71,209-34.6% | $142,382-67.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.74% | 345.14%-318.4pp | 282.51%-255.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $5,220 | $2,854+82.9% | $2,721+91.8% | $4,299+21.4% |
| Participant deferral / active EE | $7,258 | $4,454+62.9% | $4,175+73.8% | $6,507+11.5% |
| Admin fee / account holder | $153 | $5,568-97.3% | $5,349-97.1% | $12,624-98.8% |