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 | $44,175 | $70,606-37.4% | $53,898-18.0% | $142,382-69.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.63% | 619.81%-596.2pp | 528.60%-505.0pp | 217.08%-193.4pp |
| Employer contribution / active EE | $4,362 | $1,202+262.9% | $932+368.0% | $4,299+1.5% |
| Participant deferral / active EE | $10,178 | $2,364+330.6% | $1,826+457.3% | $6,507+56.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |