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 | $106,060 | $96,635+9.8% | $86,612+22.5% | $139,434-23.9% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 20.13% | 106.41%-86.3pp | 591.07%-570.9pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,145 | $3,263-64.9% | $3,022-62.1% | $4,751-75.9% |
| Participant deferral / active EE | $3,691 | $4,836-23.7% | $4,438-16.8% | $6,710-45.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |