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 | $30,013 | $183,519-83.6% | $155,509-80.7% | $145,922-79.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.38% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $2,257 | $5,313-57.5% | $4,672-51.7% | $4,660-51.6% |
| Participant deferral / active EE | $8,160 | $6,462+26.3% | $5,626+45.0% | $6,688+22.0% |
| Admin fee / account holder | $42 | $19,313-99.8% | $15,912-99.7% | $13,397-99.7% |