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 | $40,924 | $158,398-74.2% | $126,539-67.7% | $142,382-71.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.25% | 593.76%-574.5pp | 425.95%-406.7pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,115 | $4,650-76.0% | $3,674-69.7% | $4,299-74.1% |
| Participant deferral / active EE | $1,672 | $4,767-64.9% | $4,083-59.0% | $6,507-74.3% |
| Admin fee / account holder | $257 | $6,918-96.3% | $6,065-95.8% | $12,624-98.0% |