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 3-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 | $21,259 | $96,305-77.9% | $80,569-73.6% | $139,434-84.8% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 259.50% | 1350.08%-1090.6pp | 935.43%-675.9pp | 372.94%-113.4pp |
| Employer contribution / active EE | $6,335 | $3,262+94.2% | $2,723+132.6% | $4,751+33.3% |
| Participant deferral / active EE | $3,122 | $5,232-40.3% | $4,447-29.8% | $6,710-53.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |