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 4-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 | $54,712 | $159,901-65.8% | $146,958-62.8% | $145,922-62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.05% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $9,280 | $5,286+75.6% | $4,933+88.1% | $4,660+99.2% |
| Participant deferral / active EE | $8,510 | $8,428+1.0% | $8,070+5.4% | $6,688+27.2% |
| Admin fee / account holder | $287 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |