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 6-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 | $93,022 | $156,846-40.7% | $121,098-23.2% | $139,434-33.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.54% | 1474.56%-1456.0pp | 985.75%-967.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $17,515 | $5,536+216.4% | $4,164+320.6% | $4,751+268.7% |
| Participant deferral / active EE | $7,500 | $4,844+54.8% | $4,080+83.8% | $6,710+11.8% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |