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 8-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 | $34,093 | $124,185-72.5% | $108,410-68.6% | $167,490-79.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.98% | 1379.64%-1358.7pp | 905.27%-884.3pp | 478.56%-457.6pp |
| Employer contribution / active EE | $4,429 | $4,187+5.8% | $3,558+24.5% | $4,837-8.5% |
| Participant deferral / active EE | $4,378 | $6,908-36.6% | $6,563-33.3% | $6,341-31.0% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |