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 | $84,858 | $160,055-47.0% | $140,016-39.4% | $135,375-37.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.68% | 911.38%-909.7pp | 651.12%-649.4pp | 519.73%-518.1pp |
| Employer contribution / active EE | $4,500 | $6,420-29.9% | $5,606-19.7% | $4,779-5.8% |
| Participant deferral / active EE | $3,680 | $7,642-51.8% | $6,927-46.9% | $5,609-34.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |