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 | $103,296 | $100,852+2.4% | $90,404+14.3% | $158,922-35.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.00% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.8pp |
| Employer contribution / active EE | $4,492 | $3,689+21.8% | $3,262+37.7% | $4,761-5.7% |
| Participant deferral / active EE | $9,509 | $4,348+118.7% | $3,963+139.9% | $5,982+59.0% |
| Admin fee / account holder | $4 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |