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 9-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 | $48,398 | $150,187-67.8% | $120,354-59.8% | $145,922-66.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.55% | 154.07%-139.5pp | 107.15%-92.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,686 | $4,348-15.2% | $3,463+6.5% | $4,660-20.9% |
| Participant deferral / active EE | $3,686 | $6,173-40.3% | $4,991-26.1% | $6,688-44.9% |
| Admin fee / account holder | $21 | $12,207-99.8% | $9,423-99.8% | $13,397-99.8% |