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 | $41,596 | $159,901-74.0% | $146,958-71.7% | $145,922-71.5% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 18.55% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $4,592 | $5,286-13.1% | $4,933-6.9% | $4,660-1.4% |
| Participant deferral / active EE | $8,617 | $8,428+2.2% | $8,070+6.8% | $6,688+28.9% |
| Admin fee / account holder | $94 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |