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 | $71,588 | $92,703-22.8% | $82,719-13.5% | $134,475-46.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 207.96% | 944.92%-737.0pp | 701.18%-493.2pp | 417.96%-210.0pp |
| Employer contribution / active EE | $4,647 | $3,274+41.9% | $3,009+54.4% | $4,740-2.0% |
| Participant deferral / active EE | $19,233 | $4,802+300.5% | $4,395+337.6% | $6,400+200.5% |
| Admin fee / account holder | $13 | $5,983-99.8% | $5,329-99.7% | $11,426-99.9% |