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 | $67,334 | $104,486-35.6% | $76,817-12.3% | $152,861-56.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 23.26% | 1013.37%-990.1pp | 1166.11%-1142.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,969 | $4,236-53.5% | $3,336-41.0% | $5,850-66.3% |
| Admin fee / account holder | $20 | $12,275-99.8% | $6,420-99.7% | $11,596-99.8% |