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 | $49,679 | $202,318-75.4% | $172,739-71.2% | $152,861-67.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 26.41% | 1029.65%-1003.2pp | 802.84%-776.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,123 | $5,856-63.8% | $5,143-58.7% | $4,762-55.4% |
| Participant deferral / active EE | $14,884 | $5,948+150.2% | $5,198+186.4% | $5,850+154.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |