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 | $94,687 | $156,846-39.6% | $121,098-21.8% | $139,434-32.1% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 36.37% | 1474.56%-1438.2pp | 985.75%-949.4pp | 372.94%-336.6pp |
| Employer contribution / active EE | $2,920 | $5,536-47.3% | $4,164-29.9% | $4,751-38.5% |
| Participant deferral / active EE | $12,000 | $4,844+147.7% | $4,080+194.1% | $6,710+78.8% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |