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 | $73,085 | $185,822-60.7% | $169,993-57.0% | $139,434-47.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 162.59% | 60.50%+102.1pp | 53.37%+109.2pp | 372.94%-210.3pp |
| Employer contribution / active EE | $5,424 | $7,590-28.5% | $6,785-20.1% | $4,751+14.2% |
| Participant deferral / active EE | $10,809 | $11,622-7.0% | $10,408+3.9% | $6,710+61.1% |
| Admin fee / account holder | $11 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |