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 | $123,061 | $70,606+74.3% | $53,898+128.3% | $142,382-13.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 18.45% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $4,420 | $1,202+267.7% | $932+374.2% | $4,299+2.8% |
| Participant deferral / active EE | $29,835 | $2,364+1162.1% | $1,826+1533.7% | $6,507+358.5% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |