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 | $115,491 | $210,648-45.2% | $177,989-35.1% | $145,922-20.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 53.58% | 385.86%-332.3pp | 294.48%-240.9pp | 561.29%-507.7pp |
| Employer contribution / active EE | $5,593 | $4,565+22.5% | $3,949+41.6% | $4,660+20.0% |
| Participant deferral / active EE | $12,038 | $6,958+73.0% | $6,276+91.8% | $6,688+80.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |