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 | $61,848 | $57,281+8.0% | $86,612-28.6% | $75,163-17.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 22.37% | 2670.75%-2648.4pp | 591.07%-568.7pp | 160.62%-138.2pp |
| Employer contribution / active EE | $5,036 | $2,314+117.6% | $3,022+66.6% | $2,670+88.6% |
| Participant deferral / active EE | $7,649 | $3,318+130.5% | $4,438+72.4% | $4,125+85.4% |
| Admin fee / account holder | $2 | $4,112-99.9% | $5,614-100.0% | $5,651-100.0% |