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 | $139,292 | $177,572-21.6% | $154,803-10.0% | $142,382-2.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 620.60% | 65.07%+555.5pp | 58.88%+561.7pp | 217.08%+403.5pp |
| Employer contribution / active EE | $1,265 | $4,810-73.7% | $4,305-70.6% | $4,299-70.6% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $161 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |