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 5-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 | $68,856 | $210,648-67.3% | $177,989-61.3% | $145,922-52.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.20% | 385.86%-365.7pp | 294.48%-274.3pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,213 | $4,565-51.5% | $3,949-44.0% | $4,660-52.5% |
| Participant deferral / active EE | $13,720 | $6,958+97.2% | $6,276+118.6% | $6,688+105.2% |
| Admin fee / account holder | $258 | $12,013-97.9% | $10,363-97.5% | $13,397-98.1% |