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 | $167,727 | $100,852+66.3% | $90,404+85.5% | $158,922+5.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 7.93% | 1724.20%-1716.3pp | 1293.02%-1285.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $2,250 | $3,689-39.0% | $3,262-31.0% | $4,761-52.7% |
| Participant deferral / active EE | $12,485 | $4,348+187.1% | $3,963+215.0% | $5,982+108.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |