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 | $114,635 | $135,635-15.5% | $110,238+4.0% | $135,375-15.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.87% | 513.19%-505.3pp | 314.74%-306.9pp | 519.73%-511.9pp |
| Employer contribution / active EE | $5,000 | $4,906+1.9% | $3,826+30.7% | $4,779+4.6% |
| Participant deferral / active EE | $1,777 | $5,506-67.7% | $4,672-62.0% | $5,609-68.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |