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 | $60,032 | $158,398-62.1% | $126,539-52.6% | $142,382-57.8% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 23.01% | 593.76%-570.7pp | 425.95%-402.9pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,969 | $4,650-14.6% | $3,674+8.0% | $4,299-7.7% |
| Participant deferral / active EE | $11,797 | $4,767+147.5% | $4,083+189.0% | $6,507+81.3% |
| Admin fee / account holder | $261 | $6,918-96.2% | $6,065-95.7% | $12,624-97.9% |