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 5-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 | $24,371 | $84,696-71.2% | $75,696-67.8% | $167,490-85.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 75.81% | 199.36%-123.5pp | 104.53%-28.7pp | 478.56%-402.7pp |
| Employer contribution / active EE | $7,582 | $3,230+134.8% | $2,743+176.4% | $4,837+56.7% |
| Participant deferral / active EE | $8,923 | $4,580+94.8% | $3,821+133.5% | $6,341+40.7% |
| Admin fee / account holder | $15 | $5,355-99.7% | $3,619-99.6% | $12,309-99.9% |