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 7-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 | $48,538 | $57,281-15.3% | $86,612-44.0% | $75,163-35.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.97% | 2670.75%-2650.8pp | 591.07%-571.1pp | 160.62%-140.6pp |
| Employer contribution / active EE | $8,993 | $2,314+288.6% | $3,022+197.5% | $2,670+236.8% |
| Participant deferral / active EE | $5,572 | $3,318+67.9% | $4,438+25.6% | $4,125+35.1% |
| Admin fee / account holder | $0 | $4,112-100.0% | $5,614-100.0% | $5,651-100.0% |