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 | $30,227 | $99,020-69.5% | $86,590-65.1% | $147,584-79.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 50.51% | 1312.34%-1261.8pp | 964.84%-914.3pp | 578.55%-528.0pp |
| Employer contribution / active EE | $4,302 | $3,132+37.4% | $2,839+51.5% | $4,876-11.8% |
| Participant deferral / active EE | $15,928 | $3,972+301.0% | $3,609+341.4% | $5,439+192.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |