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 | $78,220 | $90,348-13.4% | $75,972+3.0% | $145,922-46.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.90% | 620.88%-604.0pp | 359.55%-342.6pp | 561.29%-544.4pp |
| Employer contribution / active EE | $10,585 | $3,311+219.7% | $2,685+294.2% | $4,660+127.2% |
| Participant deferral / active EE | $14,543 | $5,162+181.8% | $4,255+241.7% | $6,688+117.5% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |