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 | $57,508 | $70,606-18.6% | $53,898+6.7% | $142,382-59.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 23.89% | 619.81%-595.9pp | 528.60%-504.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $4,608 | $1,202+283.3% | $932+394.4% | $4,299+7.2% |
| Participant deferral / active EE | $8,410 | $2,364+255.8% | $1,826+360.5% | $6,507+29.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |