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 3-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 | $93,894 | $64,839+44.8% | $95,585-1.8% | $84,808+10.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 838.44% | -670.96%+1509.4pp | 38.56%+799.9pp | 40.90%+797.5pp |
| Employer contribution / active EE | $10,646 | $1,759+505.3% | $2,527+321.4% | $2,631+304.6% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,023-100.0% | $4,212-100.0% |
| Admin fee / account holder | $40 | $5,964-99.3% | $6,127-99.3% | $7,344-99.5% |