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 4-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 | $56,259 | $88,751-36.6% | $81,812-31.2% | $145,922-61.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.38% | 1025.40%-1007.0pp | 773.79%-755.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $9,106 | $3,083+195.3% | $2,912+212.7% | $4,660+95.4% |
| Participant deferral / active EE | $4,547 | $4,643-2.1% | $4,319+5.3% | $6,688-32.0% |
| Admin fee / account holder | $6 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |