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 | $20,874 | $158,398-86.8% | $126,539-83.5% | $142,382-85.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 33.25% | 593.76%-560.5pp | 425.95%-392.7pp | 217.08%-183.8pp |
| Employer contribution / active EE | $3,685 | $4,650-20.8% | $3,674+0.3% | $4,299-14.3% |
| Participant deferral / active EE | $8,367 | $4,767+75.5% | $4,083+105.0% | $6,507+28.6% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |