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 | $51,553 | $159,901-67.8% | $146,958-64.9% | $145,922-64.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.78% | 98.13%-78.4pp | 418.34%-398.6pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,437 | $5,286-53.9% | $4,933-50.6% | $4,660-47.7% |
| Participant deferral / active EE | $4,643 | $8,428-44.9% | $8,070-42.5% | $6,688-30.6% |
| Admin fee / account holder | $160 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |