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 10-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 | $67,391 | $106,890-37.0% | $84,015-19.8% | $152,861-55.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.81% | 104.99%-84.2pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $9,290 | $2,734+239.8% | $1,983+368.4% | $4,762+95.1% |
| Participant deferral / active EE | $6,180 | $4,011+54.1% | $3,239+90.8% | $5,850+5.6% |
| Admin fee / account holder | $151 | $8,285-98.2% | $6,101-97.5% | $11,596-98.7% |