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 10-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 | $30,851 | $90,600-65.9% | $79,464-61.2% | $135,375-77.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 56.78% | 977.43%-920.6pp | 718.14%-661.4pp | 519.73%-462.9pp |
| Employer contribution / active EE | $3,309 | $3,068+7.9% | $2,800+18.2% | $4,779-30.7% |
| Participant deferral / active EE | $1,459 | $4,050-64.0% | $3,704-60.6% | $5,609-74.0% |
| Admin fee / account holder | $85 | $5,907-98.6% | $5,113-98.3% | $10,827-99.2% |