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 | $39,896 | $74,888-46.7% | $71,209-44.0% | $142,382-72.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 22.05% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $6,220 | $2,854+117.9% | $2,721+128.6% | $4,299+44.7% |
| Participant deferral / active EE | $786 | $4,454-82.4% | $4,175-81.2% | $6,507-87.9% |
| Admin fee / account holder | $15 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |