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 9-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 | $88,126 | $126,574-30.4% | $106,213-17.0% | $145,922-39.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 31.55% | 224.79%-193.2pp | 116.14%-84.6pp | 561.29%-529.7pp |
| Employer contribution / active EE | $32,250 | $3,730+764.5% | $3,171+916.9% | $4,660+592.1% |
| Participant deferral / active EE | $13,000 | $5,724+127.1% | $5,016+159.2% | $6,688+94.4% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |