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 | $49,295 | $108,919-54.7% | $100,391-50.9% | $145,922-66.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.85% | 57.88%-44.0pp | 49.20%-35.4pp | 561.29%-547.4pp |
| Employer contribution / active EE | $5,097 | $4,419+15.3% | $3,942+29.3% | $4,660+9.4% |
| Participant deferral / active EE | $18,942 | $8,445+124.3% | $8,082+134.4% | $6,688+183.2% |
| Admin fee / account holder | $203 | $9,689-97.9% | $7,899-97.4% | $13,397-98.5% |