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 8-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 | $46,526 | $102,966-54.8% | $90,281-48.5% | $152,861-69.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 64.78% | 95.16%-30.4pp | 78.10%-13.3pp | 345.32%-280.5pp |
| Employer contribution / active EE | $10,521 | $3,139+235.2% | $2,854+268.6% | $4,762+120.9% |
| Participant deferral / active EE | $25,032 | $4,281+484.7% | $3,885+544.3% | $5,850+327.9% |
| Admin fee / account holder | $107 | $6,171-98.3% | $5,351-98.0% | $11,596-99.1% |