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 | $56,145 | $159,901-64.9% | $146,958-61.8% | $145,922-61.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.73% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,099 | $5,286-60.3% | $4,933-57.5% | $4,660-55.0% |
| Participant deferral / active EE | $6,312 | $8,428-25.1% | $8,070-21.8% | $6,688-5.6% |
| Admin fee / account holder | $96 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |