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 8-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 | $48,791 | $103,376-52.8% | $87,100-44.0% | $152,861-68.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 237.10% | 28.10%+209.0pp | 28.19%+208.9pp | 345.32%-108.2pp |
| Employer contribution / active EE | $14,000 | $3,220+334.7% | $2,521+455.3% | $4,762+194.0% |
| Participant deferral / active EE | $27,250 | $4,778+470.3% | $4,049+573.1% | $5,850+365.8% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |