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 | $47,652 | $105,998-55.0% | $92,233-48.3% | $147,584-67.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.16% | 50.05%-29.9pp | 176.28%-156.1pp | 578.55%-558.4pp |
| Employer contribution / active EE | $8,992 | $4,333+107.5% | $3,679+144.4% | $4,876+84.4% |
| Participant deferral / active EE | $5,650 | $4,478+26.2% | $3,897+45.0% | $5,439+3.9% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |