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 3-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 | $164,105 | $96,635+69.8% | $86,612+89.5% | $139,434+17.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.34% | 106.41%-79.1pp | 591.07%-563.7pp | 372.94%-345.6pp |
| Employer contribution / active EE | $5,748 | $3,263+76.1% | $3,022+90.2% | $4,751+21.0% |
| Participant deferral / active EE | $5,748 | $4,836+18.9% | $4,438+29.5% | $6,710-14.3% |
| Admin fee / account holder | $30 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |