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 | $38,901 | $183,963-78.9% | $162,163-76.0% | $152,861-74.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 41.34% | 150.76%-109.4pp | 115.59%-74.2pp | 345.32%-304.0pp |
| Employer contribution / active EE | $2,759 | $6,371-56.7% | $5,614-50.9% | $4,762-42.1% |
| Participant deferral / active EE | $3,584 | $8,034-55.4% | $7,298-50.9% | $5,850-38.7% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |