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 5-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 | $185,040 | $70,606+162.1% | $53,898+243.3% | $142,382+30.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.38% | 619.81%-597.4pp | 528.60%-506.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $3,670 | $1,202+205.3% | $932+293.8% | $4,299-14.6% |
| Participant deferral / active EE | $31,000 | $2,364+1211.4% | $1,826+1597.5% | $6,507+376.4% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |