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 | $73,931 | $76,738-3.7% | $56,411+31.1% | $145,922-49.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 21.99% | 2994.23%-2972.2pp | 1701.33%-1679.3pp | 561.29%-539.3pp |
| Employer contribution / active EE | $2,933 | $1,380+112.6% | $1,039+182.4% | $4,660-37.1% |
| Participant deferral / active EE | $7,221 | $2,623+175.3% | $1,952+270.0% | $6,688+8.0% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |