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 10-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 | $56,481 | $159,901-64.7% | $146,958-61.6% | $145,922-61.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.67% | 98.13%-87.5pp | 418.34%-407.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $11,509 | $5,286+117.7% | $4,933+133.3% | $4,660+147.0% |
| Participant deferral / active EE | $14,466 | $8,428+71.6% | $8,070+79.3% | $6,688+116.3% |
| Admin fee / account holder | $197 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |