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 | $57,615 | $102,317-43.7% | $146,958-60.8% | $80,856-28.7% |
| Participation rate | 75.3% | 75.8%-0.5pp | 82.2%-6.8pp | 67.6%+7.7pp |
| Annual return | 26.94% | 134.76%-107.8pp | 418.34%-391.4pp | 35.59%-8.7pp |
| Employer contribution / active EE | $4,395 | $3,713+18.4% | $4,933-10.9% | $2,755+59.5% |
| Participant deferral / active EE | $9,456 | $6,644+42.3% | $8,070+17.2% | $4,296+120.1% |
| Admin fee / account holder | $208 | $7,941-97.4% | $12,998-98.4% | $6,918-97.0% |