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 | $53,176 | $202,318-73.7% | $172,739-69.2% | $152,861-65.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 36.23% | 1029.65%-993.4pp | 802.84%-766.6pp | 345.32%-309.1pp |
| Employer contribution / active EE | $2,483 | $5,856-57.6% | $5,143-51.7% | $4,762-47.9% |
| Participant deferral / active EE | $18,500 | $5,948+211.0% | $5,198+255.9% | $5,850+216.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |