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 6-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 | $53,309 | $217,402-75.5% | $185,823-71.3% | $167,490-68.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 104.05% | 148.36%-44.3pp | 122.05%-18.0pp | 478.56%-374.5pp |
| Employer contribution / active EE | $16,646 | $5,873+183.4% | $5,167+222.1% | $4,837+244.1% |
| Participant deferral / active EE | $6,621 | $6,356+4.2% | $5,568+18.9% | $6,341+4.4% |
| Admin fee / account holder | $18 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |