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 | $70,851 | $70,606+0.3% | $53,898+31.5% | $142,382-50.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.11% | 619.81%-600.7pp | 528.60%-509.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,335 | $1,202+11.0% | $932+43.2% | $4,299-69.0% |
| Participant deferral / active EE | $5,633 | $2,364+138.3% | $1,826+208.5% | $6,507-13.4% |
| Admin fee / account holder | $13 | $2,852-99.6% | $2,491-99.5% | $12,624-99.9% |