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 | $39,967 | $202,318-80.2% | $172,739-76.9% | $152,861-73.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 39.49% | 1029.65%-990.2pp | 802.84%-763.3pp | 345.32%-305.8pp |
| Employer contribution / active EE | $1,997 | $5,856-65.9% | $5,143-61.2% | $4,762-58.1% |
| Participant deferral / active EE | $3,122 | $5,948-47.5% | $5,198-39.9% | $5,850-46.6% |
| Admin fee / account holder | $238 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |