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 10-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 | $109,308 | $100,852+8.4% | $90,404+20.9% | $158,922-31.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.46% | 1724.20%-1699.7pp | 1293.02%-1268.6pp | 302.83%-278.4pp |
| Employer contribution / active EE | $21,216 | $3,689+475.2% | $3,262+550.4% | $4,761+345.6% |
| Participant deferral / active EE | $7,286 | $4,348+67.6% | $3,963+83.8% | $5,982+21.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |