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 | $90,532 | $90,600-0.1% | $79,464+13.9% | $135,375-33.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 10.95% | 977.43%-966.5pp | 718.14%-707.2pp | 519.73%-508.8pp |
| Employer contribution / active EE | $4,450 | $3,068+45.0% | $2,800+58.9% | $4,779-6.9% |
| Participant deferral / active EE | $6,551 | $4,050+61.7% | $3,704+76.9% | $5,609+16.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |