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 | $55,764 | $209,832-73.4% | $189,513-70.6% | $167,490-66.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.68% | 748.27%-725.6pp | 555.15%-532.5pp | 478.56%-455.9pp |
| Employer contribution / active EE | $3,672 | $6,914-46.9% | $6,162-40.4% | $4,837-24.1% |
| Participant deferral / active EE | $6,154 | $8,935-31.1% | $8,221-25.1% | $6,341-3.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |