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 | $39,766 | $126,574-68.6% | $106,213-62.6% | $145,922-72.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 28.51% | 224.79%-196.3pp | 116.14%-87.6pp | 561.29%-532.8pp |
| Employer contribution / active EE | $5,426 | $3,730+45.5% | $3,171+71.1% | $4,660+16.4% |
| Participant deferral / active EE | $12,768 | $5,724+123.1% | $5,016+154.6% | $6,688+90.9% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |