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 9-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 | $54,455 | $106,890-49.1% | $84,015-35.2% | $152,861-64.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.62% | 104.99%-85.4pp | 71.31%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $15,404 | $2,734+463.4% | $1,983+676.6% | $4,762+223.5% |
| Participant deferral / active EE | $5,345 | $4,011+33.2% | $3,239+65.0% | $5,850-8.6% |
| Admin fee / account holder | $17 | $8,285-99.8% | $6,101-99.7% | $11,596-99.9% |