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 | $36,552 | $158,398-76.9% | $126,539-71.1% | $142,382-74.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.14% | 593.76%-571.6pp | 425.95%-403.8pp | 217.08%-194.9pp |
| Employer contribution / active EE | $5,886 | $4,650+26.6% | $3,674+60.2% | $4,299+36.9% |
| Participant deferral / active EE | $12,437 | $4,767+160.9% | $4,083+204.6% | $6,507+91.1% |
| Admin fee / account holder | $19 | $6,918-99.7% | $6,065-99.7% | $12,624-99.9% |