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 | $37,082 | $80,968-54.2% | $96,544-61.6% | $75,163-50.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 103.11% | 27.06%+76.0pp | 25.84%+77.3pp | 160.62%-57.5pp |
| Employer contribution / active EE | $8,830 | $2,282+287.0% | $2,965+197.8% | $2,670+230.7% |
| Participant deferral / active EE | $11,657 | $3,928+196.8% | $4,851+140.3% | $4,125+182.6% |
| Admin fee / account holder | $184 | $6,724-97.3% | $8,252-97.8% | $5,651-96.7% |