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 3-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 | $131,759 | $127,065+3.7% | $113,168+16.4% | $142,382-7.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 226.71% | 24.03%+202.7pp | 24.27%+202.4pp | 217.08%+9.6pp |
| Employer contribution / active EE | $1,032 | $3,442-70.0% | $2,975-65.3% | $4,299-76.0% |
| Participant deferral / active EE | $12,900 | $5,716+125.7% | $5,107+152.6% | $6,507+98.2% |
| Admin fee / account holder | $80 | $15,736-99.5% | $12,068-99.3% | $12,624-99.4% |