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 | $51,220 | $159,901-68.0% | $146,958-65.1% | $145,922-64.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.33% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,829 | $5,286-27.6% | $4,933-22.4% | $4,660-17.8% |
| Participant deferral / active EE | $13,080 | $8,428+55.2% | $8,070+62.1% | $6,688+95.6% |
| Admin fee / account holder | $83 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |