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 8-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 | $50,157 | $209,411-76.0% | $178,490-71.9% | $158,922-68.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.08% | 188.75%-153.7pp | 151.07%-116.0pp | 302.83%-267.7pp |
| Employer contribution / active EE | $12,490 | $5,706+118.9% | $5,011+149.3% | $4,761+162.3% |
| Participant deferral / active EE | $7,836 | $5,954+31.6% | $5,202+50.6% | $5,982+31.0% |
| Admin fee / account holder | $168 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |