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 | $244,309 | $96,305+153.7% | $80,569+203.2% | $139,434+75.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.11% | 1350.08%-1335.0pp | 935.43%-920.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,400 | $3,262+34.9% | $2,723+61.5% | $4,751-7.4% |
| Participant deferral / active EE | $15,127 | $5,232+189.1% | $4,447+240.1% | $6,710+125.4% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |