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 | $219,501 | $108,642+102.0% | $74,701+193.8% | $152,861+43.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 38.59% | 114.06%-75.5pp | 752.92%-714.3pp | 345.32%-306.7pp |
| Employer contribution / active EE | $1,150 | $1,503-23.5% | $1,084+6.1% | $4,762-75.9% |
| Participant deferral / active EE | $2,212 | $2,712-18.4% | $1,964+12.7% | $5,850-62.2% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |