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 | $36,348 | $159,901-77.3% | $146,958-75.3% | $145,922-75.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.38% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,923 | $5,286-44.7% | $4,933-40.7% | $4,660-37.3% |
| Participant deferral / active EE | $7,527 | $8,428-10.7% | $8,070-6.7% | $6,688+12.5% |
| Admin fee / account holder | $202 | $15,044-98.7% | $12,998-98.4% | $13,397-98.5% |