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 | $76,850 | $202,318-62.0% | $172,739-55.5% | $152,861-49.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.67% | 1029.65%-1017.0pp | 802.84%-790.2pp | 345.32%-332.6pp |
| Employer contribution / active EE | $4,000 | $5,856-31.7% | $5,143-22.2% | $4,762-16.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $182 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |