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 | $29,454 | $175,202-83.2% | $149,673-80.3% | $139,434-78.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 52.74% | 166.71%-114.0pp | 134.42%-81.7pp | 372.94%-320.2pp |
| Employer contribution / active EE | $4,351 | $5,474-20.5% | $4,818-9.7% | $4,751-8.4% |
| Participant deferral / active EE | $7,504 | $6,519+15.1% | $5,680+32.1% | $6,710+11.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |