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 3-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 | $41,834 | $70,756-40.9% | $65,493-36.1% | $142,382-70.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 26.05% | 1754.89%-1728.8pp | 982.45%-956.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $5,511 | $2,881+91.3% | $2,574+114.1% | $4,299+28.2% |
| Participant deferral / active EE | $10,918 | $4,637+135.4% | $3,961+175.6% | $6,507+67.8% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |