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 | $53,695 | $202,318-73.5% | $172,739-68.9% | $152,861-64.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.46% | 1029.65%-1006.2pp | 802.84%-779.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,332 | $5,856-77.3% | $5,143-74.1% | $4,762-72.0% |
| Participant deferral / active EE | $8,806 | $5,948+48.1% | $5,198+69.4% | $5,850+50.5% |
| Admin fee / account holder | $103 | $17,109-99.4% | $13,954-99.3% | $11,596-99.1% |