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 10-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 | $53,666 | $159,901-66.4% | $146,958-63.5% | $145,922-63.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.08% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,020 | $5,286-23.9% | $4,933-18.5% | $4,660-13.7% |
| Participant deferral / active EE | $10,641 | $8,428+26.3% | $8,070+31.9% | $6,688+59.1% |
| Admin fee / account holder | $186 | $15,044-98.8% | $12,998-98.6% | $13,397-98.6% |