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 4-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 | $193,643 | $108,919+77.8% | $100,391+92.9% | $145,922+32.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.45% | 57.88%-46.4pp | 49.20%-37.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,920 | $4,419-56.6% | $3,942-51.3% | $4,660-58.8% |
| Participant deferral / active EE | $12,000 | $8,445+42.1% | $8,082+48.5% | $6,688+79.4% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |