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 | $12,062 | $105,126-88.5% | $94,646-87.3% | $139,434-91.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 136.39% | 38.03%+98.4pp | 156.71%-20.3pp | 372.94%-236.6pp |
| Employer contribution / active EE | $4,134 | $4,106+0.7% | $3,672+12.6% | $4,751-13.0% |
| Participant deferral / active EE | $6,090 | $7,599-19.9% | $7,418-17.9% | $6,710-9.2% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |