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 | $111,495 | $77,145+44.5% | $108,410+2.8% | $85,850+29.9% |
| Participation rate | 92.9% | 74.7%+18.2pp | 80.1%+12.7pp | 69.3%+23.5pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.27%-905.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,429 | $2,379-40.0% | $3,558-59.9% | $2,565-44.3% |
| Participant deferral / active EE | $4,955 | $5,566-11.0% | $6,563-24.5% | $3,952+25.4% |
| Admin fee / account holder | $16 | $5,172-99.7% | $7,295-99.8% | $6,260-99.7% |