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 5-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 | $117,495 | $96,305+22.0% | $80,569+45.8% | $139,434-15.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.36% | 1350.08%-1327.7pp | 935.43%-913.1pp | 372.94%-350.6pp |
| Employer contribution / active EE | $17,500 | $3,262+436.5% | $2,723+542.6% | $4,751+268.4% |
| Participant deferral / active EE | $20,352 | $5,232+289.0% | $4,447+357.6% | $6,710+203.3% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |