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 | $53,814 | $99,020-45.7% | $86,590-37.9% | $147,584-63.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 94.21% | 1312.34%-1218.1pp | 964.84%-870.6pp | 578.55%-484.3pp |
| Employer contribution / active EE | $1,935 | $3,132-38.2% | $2,839-31.8% | $4,876-60.3% |
| Participant deferral / active EE | $4,939 | $3,972+24.3% | $3,609+36.9% | $5,439-9.2% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |