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 8-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 | $51,770 | $209,411-75.3% | $178,490-71.0% | $158,922-67.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.38% | 188.75%-165.4pp | 151.07%-127.7pp | 302.83%-279.4pp |
| Employer contribution / active EE | $8,850 | $5,706+55.1% | $5,011+76.6% | $4,761+85.9% |
| Participant deferral / active EE | $7,432 | $5,954+24.8% | $5,202+42.9% | $5,982+24.2% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |