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 | $64,566 | $159,901-59.6% | $146,958-56.1% | $145,922-55.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 98.13%-83.1pp | 418.34%-403.3pp | 561.29%-546.3pp |
| Employer contribution / active EE | $6,802 | $5,286+28.7% | $4,933+37.9% | $4,660+46.0% |
| Participant deferral / active EE | $15,469 | $8,428+83.5% | $8,070+91.7% | $6,688+131.3% |
| Admin fee / account holder | $235 | $15,044-98.4% | $12,998-98.2% | $13,397-98.2% |