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 4-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 | $28,364 | $202,432-86.0% | $169,368-83.3% | $139,434-79.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 596.19% | 531.74%+64.5pp | 405.60%+190.6pp | 372.94%+223.3pp |
| Employer contribution / active EE | $3,028 | $4,692-35.5% | $4,013-24.6% | $4,751-36.3% |
| Participant deferral / active EE | $20,490 | $6,938+195.3% | $6,221+229.3% | $6,710+205.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |