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 | $67,948 | $176,056-61.4% | $159,436-57.4% | $167,490-59.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 47.26% | 331.75%-284.5pp | 263.57%-216.3pp | 478.56%-431.3pp |
| Employer contribution / active EE | $26,085 | $5,297+392.4% | $4,829+440.1% | $4,837+439.2% |
| Participant deferral / active EE | $15,965 | $7,750+106.0% | $7,352+117.2% | $6,341+151.8% |
| Admin fee / account holder | $170 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |