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 | $63,773 | $176,662-63.9% | $130,648-51.2% | $152,861-58.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 25.18% | 2692.24%-2667.1pp | 1708.96%-1683.8pp | 345.32%-320.1pp |
| Employer contribution / active EE | $10,666 | $5,742+85.7% | $4,092+160.7% | $4,762+124.0% |
| Participant deferral / active EE | $1,284 | $4,361-70.6% | $3,603-64.4% | $5,850-78.0% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |