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 3-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 | $75,134 | $159,901-53.0% | $146,958-48.9% | $145,922-48.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.96% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $13,977 | $5,286+164.4% | $4,933+183.3% | $4,660+200.0% |
| Participant deferral / active EE | $10,970 | $8,428+30.2% | $8,070+35.9% | $6,688+64.0% |
| Admin fee / account holder | $276 | $15,044-98.2% | $12,998-97.9% | $13,397-97.9% |