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 | $169,850 | $74,888+126.8% | $71,209+138.5% | $142,382+19.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.42% | 345.14%-324.7pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,120 | $2,854+9.3% | $2,721+14.7% | $4,299-27.4% |
| Participant deferral / active EE | $31,000 | $4,454+595.9% | $4,175+642.5% | $6,507+376.4% |
| Admin fee / account holder | $11 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |