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 | $96,531 | $176,662-45.4% | $130,648-26.1% | $152,861-36.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 38.47% | 2692.24%-2653.8pp | 1708.96%-1670.5pp | 345.32%-306.9pp |
| Employer contribution / active EE | $3,337 | $5,742-41.9% | $4,092-18.5% | $4,762-29.9% |
| Participant deferral / active EE | $10,225 | $4,361+134.4% | $3,603+183.8% | $5,850+74.8% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |