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 | $41,261 | $165,984-75.1% | $164,813-75.0% | $145,922-71.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.71% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $6,249 | $5,273+18.5% | $4,341+44.0% | $4,660+34.1% |
| Participant deferral / active EE | $6,249 | $6,959-10.2% | $6,031+3.6% | $6,688-6.6% |
| Admin fee / account holder | $50 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |