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 9-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 | $55,829 | $183,963-69.7% | $162,163-65.6% | $152,861-63.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 106.45% | 150.76%-44.3pp | 115.59%-9.1pp | 345.32%-238.9pp |
| Employer contribution / active EE | $22,261 | $6,371+249.4% | $5,614+296.5% | $4,762+367.4% |
| Participant deferral / active EE | $14,764 | $8,034+83.8% | $7,298+102.3% | $5,850+152.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |