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 3-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 | $140,584 | $158,398-11.2% | $126,539+11.1% | $142,382-1.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 28.79% | 593.76%-565.0pp | 425.95%-397.2pp | 217.08%-188.3pp |
| Employer contribution / active EE | $29,382 | $4,650+531.9% | $3,674+699.7% | $4,299+583.4% |
| Participant deferral / active EE | $4,780 | $4,767+0.3% | $4,083+17.1% | $6,507-26.5% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |