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 | $101,993 | $109,817-7.1% | $98,442+3.6% | $167,490-39.1% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 59.74% | 1956.69%-1896.9pp | 1492.73%-1433.0pp | 478.56%-418.8pp |
| Employer contribution / active EE | $830 | $3,224-74.3% | $2,960-72.0% | $4,837-82.8% |
| Participant deferral / active EE | $1,208 | $4,673-74.1% | $4,276-71.7% | $6,341-80.9% |
| Admin fee / account holder | $23 | $6,753-99.7% | $5,949-99.6% | $12,309-99.8% |