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 3-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 | $43,957 | $114,381-61.6% | $107,525-59.1% | $142,382-69.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 146.78% | 242.71%-95.9pp | 181.32%-34.5pp | 217.08%-70.3pp |
| Employer contribution / active EE | $2,658 | $4,015-33.8% | $3,754-29.2% | $4,299-38.2% |
| Participant deferral / active EE | $7,206 | $5,564+29.5% | $5,116+40.9% | $6,507+10.7% |
| Admin fee / account holder | $211 | $9,860-97.9% | $8,919-97.6% | $12,624-98.3% |