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 | $123,106 | $176,662-30.3% | $130,648-5.8% | $152,861-19.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 27.64% | 2692.24%-2664.6pp | 1708.96%-1681.3pp | 345.32%-317.7pp |
| Employer contribution / active EE | $964 | $5,742-83.2% | $4,092-76.5% | $4,762-79.8% |
| Participant deferral / active EE | $4,377 | $4,361+0.4% | $3,603+21.5% | $5,850-25.2% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |