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 | $91,651 | $97,757-6.2% | $83,848+9.3% | $135,375-32.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 2.92% | 1287.37%-1284.4pp | 850.88%-848.0pp | 519.73%-516.8pp |
| Employer contribution / active EE | $4,642 | $4,222+10.0% | $3,631+27.8% | $4,779-2.9% |
| Participant deferral / active EE | $2,651 | $4,682-43.4% | $4,082-35.1% | $5,609-52.7% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |