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 9-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 | $94,031 | $108,642-13.4% | $74,701+25.9% | $152,861-38.5% |
| Participation rate | 90.0% | 65.3%+24.7pp | 54.5%+35.5pp | 82.4%+7.6pp |
| Annual return | 46.03% | 114.06%-68.0pp | 752.92%-706.9pp | 345.32%-299.3pp |
| Employer contribution / active EE | $100 | $1,503-93.3% | $1,084-90.8% | $4,762-97.9% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |