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 7-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 | $51,847 | $157,256-67.0% | $141,162-63.3% | $152,861-66.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 97.72% | 64.32%+33.4pp | 71.39%+26.3pp | 345.32%-247.6pp |
| Employer contribution / active EE | $31,650 | $5,261+501.6% | $4,735+568.4% | $4,762+564.6% |
| Participant deferral / active EE | $9,600 | $7,109+35.0% | $6,709+43.1% | $5,850+64.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |