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 | $48,069 | $70,756-32.1% | $65,493-26.6% | $142,382-66.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.13% | 1754.89%-1737.8pp | 982.45%-965.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,869 | $2,881-0.4% | $2,574+11.5% | $4,299-33.3% |
| Participant deferral / active EE | $4,260 | $4,637-8.1% | $3,961+7.5% | $6,507-34.5% |
| Admin fee / account holder | $3 | $6,559-100.0% | $5,028-99.9% | $12,624-100.0% |