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 | $44,189 | $105,998-58.3% | $92,233-52.1% | $147,584-70.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.57% | 50.05%-24.5pp | 176.28%-150.7pp | 578.55%-553.0pp |
| Employer contribution / active EE | $3,658 | $4,333-15.6% | $3,679-0.6% | $4,876-25.0% |
| Participant deferral / active EE | $13,721 | $4,478+206.4% | $3,897+252.1% | $5,439+152.3% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |