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 | $19,590 | $74,888-73.8% | $71,209-72.5% | $142,382-86.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 30.24% | 345.14%-314.9pp | 282.51%-252.3pp | 217.08%-186.8pp |
| Employer contribution / active EE | $4,705 | $2,854+64.8% | $2,721+72.9% | $4,299+9.4% |
| Participant deferral / active EE | $6,410 | $4,454+43.9% | $4,175+53.5% | $6,507-1.5% |
| Admin fee / account holder | $97 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |