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 | $31,825 | $107,015-70.3% | $73,545-56.7% | $147,584-78.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 504.84% | 38.25%+466.6pp | -15.16%+520.0pp | 578.55%-73.7pp |
| Employer contribution / active EE | $5,777 | $1,760+228.2% | $1,219+373.9% | $4,876+18.5% |
| Participant deferral / active EE | $20,423 | $2,462+729.6% | $1,806+1030.8% | $5,439+275.5% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |