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 | $40,612 | $202,318-79.9% | $172,739-76.5% | $152,861-73.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.39% | 1029.65%-1002.3pp | 802.84%-775.4pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,624 | $5,856-72.3% | $5,143-68.4% | $4,762-65.9% |
| Participant deferral / active EE | $10,249 | $5,948+72.3% | $5,198+97.2% | $5,850+75.2% |
| Admin fee / account holder | $37 | $17,109-99.8% | $13,954-99.7% | $11,596-99.7% |