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 | $71,980 | $168,632-57.3% | $147,614-51.2% | $125,391-42.6% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 1.36% | 77.65%-76.3pp | 61.98%-60.6pp | 282.22%-280.9pp |
| Employer contribution / active EE | $12,107 | $6,252+93.6% | $5,564+117.6% | $4,866+148.8% |
| Participant deferral / active EE | $4,251 | $5,507-22.8% | $4,895-13.2% | $5,352-20.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |