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 7-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 | $37,715 | $226,064-83.3% | $182,532-79.3% | $152,861-75.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 29.19% | 192.51%-163.3pp | 148.54%-119.3pp | 345.32%-316.1pp |
| Employer contribution / active EE | $4,840 | $4,978-2.8% | $4,076+18.7% | $4,762+1.6% |
| Participant deferral / active EE | $12,018 | $6,368+88.7% | $5,524+117.6% | $5,850+105.4% |
| Admin fee / account holder | $114 | $10,703-98.9% | $8,592-98.7% | $11,596-99.0% |