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 | $48,671 | $159,901-69.6% | $146,958-66.9% | $145,922-66.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.55% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $9,699 | $5,286+83.5% | $4,933+96.6% | $4,660+108.1% |
| Participant deferral / active EE | $16,955 | $8,428+101.2% | $8,070+110.1% | $6,688+153.5% |
| Admin fee / account holder | $175 | $15,044-98.8% | $12,998-98.7% | $13,397-98.7% |