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 4-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 | $70,656 | $159,901-55.8% | $146,958-51.9% | $145,922-51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 45.43% | 98.13%-52.7pp | 418.34%-372.9pp | 561.29%-515.9pp |
| Employer contribution / active EE | $3,516 | $5,286-33.5% | $4,933-28.7% | $4,660-24.5% |
| Participant deferral / active EE | $13,409 | $8,428+59.1% | $8,070+66.2% | $6,688+100.5% |
| Admin fee / account holder | $281 | $15,044-98.1% | $12,998-97.8% | $13,397-97.9% |