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 | $48,496 | $70,756-31.5% | $65,493-26.0% | $142,382-65.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.79% | 1754.89%-1737.1pp | 982.45%-964.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $5,417 | $2,881+88.1% | $2,574+110.4% | $4,299+26.0% |
| Participant deferral / active EE | $6,298 | $4,637+35.8% | $3,961+59.0% | $6,507-3.2% |
| Admin fee / account holder | $18 | $6,559-99.7% | $5,028-99.7% | $12,624-99.9% |