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 | $68,738 | $183,519-62.5% | $155,509-55.8% | $145,922-52.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.73% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,022 | $5,313-43.1% | $4,672-35.3% | $4,660-35.2% |
| Participant deferral / active EE | $5,341 | $6,462-17.4% | $5,626-5.1% | $6,688-20.1% |
| Admin fee / account holder | $275 | $19,313-98.6% | $15,912-98.3% | $13,397-97.9% |