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 | $91,219 | $88,751+2.8% | $81,812+11.5% | $145,922-37.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.80% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,767 | $3,083+22.2% | $2,912+29.3% | $4,660-19.2% |
| Participant deferral / active EE | $9,122 | $4,643+96.5% | $4,319+111.2% | $6,688+36.4% |
| Admin fee / account holder | $177 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |