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 | $38,733 | $183,963-78.9% | $162,163-76.1% | $152,861-74.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 29.62% | 150.76%-121.1pp | 115.59%-86.0pp | 345.32%-315.7pp |
| Employer contribution / active EE | $3,432 | $6,371-46.1% | $5,614-38.9% | $4,762-27.9% |
| Participant deferral / active EE | $8,852 | $8,034+10.2% | $7,298+21.3% | $5,850+51.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |