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 | $42,950 | $150,187-71.4% | $120,354-64.3% | $145,922-70.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.81% | 154.07%-136.3pp | 107.15%-89.3pp | 561.29%-543.5pp |
| Employer contribution / active EE | $4,115 | $4,348-5.3% | $3,463+18.9% | $4,660-11.7% |
| Participant deferral / active EE | $8,352 | $6,173+35.3% | $4,991+67.3% | $6,688+24.9% |
| Admin fee / account holder | $289 | $12,207-97.6% | $9,423-96.9% | $13,397-97.8% |