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 3-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 | $53,962 | $158,398-65.9% | $126,539-57.4% | $142,382-62.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.14% | 593.76%-573.6pp | 425.95%-405.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $9,707 | $4,650+108.8% | $3,674+164.2% | $4,299+125.8% |
| Participant deferral / active EE | $8,618 | $4,767+80.8% | $4,083+111.1% | $6,507+32.4% |
| Admin fee / account holder | $237 | $6,918-96.6% | $6,065-96.1% | $12,624-98.1% |