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 | $79,084 | $97,757-19.1% | $83,848-5.7% | $135,375-41.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 6.32% | 1287.37%-1281.0pp | 850.88%-844.6pp | 519.73%-513.4pp |
| Employer contribution / active EE | $12,588 | $4,222+198.2% | $3,631+246.7% | $4,779+163.4% |
| Participant deferral / active EE | $6,857 | $4,682+46.5% | $4,082+68.0% | $5,609+22.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |