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 | $42,973 | $96,305-55.4% | $80,569-46.7% | $139,434-69.2% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 29.31% | 1350.08%-1320.8pp | 935.43%-906.1pp | 372.94%-343.6pp |
| Employer contribution / active EE | $6,401 | $3,262+96.2% | $2,723+135.0% | $4,751+34.7% |
| Participant deferral / active EE | $12,144 | $5,232+132.1% | $4,447+173.1% | $6,710+81.0% |
| Admin fee / account holder | $127 | $6,599-98.1% | $5,377-97.6% | $11,403-98.9% |