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 | $55,181 | $104,486-47.2% | $76,817-28.2% | $152,861-63.9% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 57.32% | 1013.37%-956.1pp | 1166.11%-1108.8pp | 345.32%-288.0pp |
| Employer contribution / active EE | $2,721 | $3,116-12.7% | $2,302+18.2% | $4,762-42.9% |
| Participant deferral / active EE | $14,165 | $4,236+234.4% | $3,336+324.6% | $5,850+142.1% |
| Admin fee / account holder | $0 | $12,275-100.0% | $6,420-100.0% | $11,596-100.0% |