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 6-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 | $80,942 | $183,963-56.0% | $162,163-50.1% | $152,861-47.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 320.83% | 150.76%+170.1pp | 115.59%+205.2pp | 345.32%-24.5pp |
| Employer contribution / active EE | $3,472 | $6,371-45.5% | $5,614-38.2% | $4,762-27.1% |
| Participant deferral / active EE | $14,953 | $8,034+86.1% | $7,298+104.9% | $5,850+155.6% |
| Admin fee / account holder | $78 | $13,121-99.4% | $10,843-99.3% | $11,596-99.3% |