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 | $69,718 | $74,888-6.9% | $71,209-2.1% | $142,382-51.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.65% | 345.14%-316.5pp | 282.51%-253.9pp | 217.08%-188.4pp |
| Employer contribution / active EE | $6,340 | $2,854+122.1% | $2,721+133.0% | $4,299+47.5% |
| Participant deferral / active EE | $3,170 | $4,454-28.8% | $4,175-24.1% | $6,507-51.3% |
| Admin fee / account holder | $100 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |