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 | $36,421 | $157,256-76.8% | $141,162-74.2% | $152,861-76.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 46.77% | 64.32%-17.6pp | 71.39%-24.6pp | 345.32%-298.5pp |
| Employer contribution / active EE | $4,487 | $5,261-14.7% | $4,735-5.2% | $4,762-5.8% |
| Participant deferral / active EE | $13,264 | $7,109+86.6% | $6,709+97.7% | $5,850+126.7% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |