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 | $71,940 | $183,519-60.8% | $155,509-53.7% | $145,922-50.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.21% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $11,250 | $5,313+111.8% | $4,672+140.8% | $4,660+141.4% |
| Participant deferral / active EE | $13,765 | $6,462+113.0% | $5,626+144.7% | $6,688+105.8% |
| Admin fee / account holder | $153 | $19,313-99.2% | $15,912-99.0% | $13,397-98.9% |