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 9-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 | $51,330 | $158,398-67.6% | $126,539-59.4% | $142,382-63.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 31.89% | 593.76%-561.9pp | 425.95%-394.1pp | 217.08%-185.2pp |
| Employer contribution / active EE | $20,694 | $4,650+345.0% | $3,674+463.2% | $4,299+381.3% |
| Participant deferral / active EE | $15,500 | $4,767+225.2% | $4,083+279.7% | $6,507+138.2% |
| Admin fee / account holder | $225 | $6,918-96.8% | $6,065-96.3% | $12,624-98.2% |