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 | $131,004 | $73,515+78.2% | $62,995+108.0% | $147,584-11.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.24% | 175.43%-165.2pp | 87.57%-77.3pp | 578.55%-568.3pp |
| Employer contribution / active EE | $10,828 | $3,320+226.1% | $2,759+292.5% | $4,876+122.0% |
| Participant deferral / active EE | $4,673 | $4,185+11.7% | $3,329+40.4% | $5,439-14.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |