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 | $122,581 | $96,305+27.3% | $80,569+52.1% | $139,434-12.1% |
| Participation rate | 78.9% | 73.6%+5.3pp | 67.0%+11.9pp | 80.3%-1.4pp |
| Annual return | 14.77% | 1350.08%-1335.3pp | 935.43%-920.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,882 | $3,262-42.3% | $2,723-30.9% | $4,751-60.4% |
| Participant deferral / active EE | $4,098 | $5,232-21.7% | $4,447-7.9% | $6,710-38.9% |
| Admin fee / account holder | $123 | $6,599-98.1% | $5,377-97.7% | $11,403-98.9% |