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 | $31,686 | $127,386-75.1% | $115,037-72.5% | $125,391-74.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 88.66% | 31.28%+57.4pp | 26.14%+62.5pp | 282.22%-193.6pp |
| Employer contribution / active EE | $7,564 | $5,166+46.4% | $4,608+64.2% | $4,866+55.5% |
| Participant deferral / active EE | $6,513 | $6,423+1.4% | $6,026+8.1% | $5,352+21.7% |
| Admin fee / account holder | $191 | $9,516-98.0% | $8,175-97.7% | $9,540-98.0% |