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 | $164,962 | $73,515+124.4% | $62,995+161.9% | $147,584+11.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.96% | 175.43%-166.5pp | 87.57%-78.6pp | 578.55%-569.6pp |
| Employer contribution / active EE | $1,462 | $3,320-56.0% | $2,759-47.0% | $4,876-70.0% |
| Participant deferral / active EE | $2,004 | $4,185-52.1% | $3,329-39.8% | $5,439-63.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |