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 | $89,910 | $150,440-40.2% | $136,294-34.0% | $147,584-39.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.73% | 1049.08%-1038.4pp | 5155.94%-5145.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $11,060 | $5,256+110.4% | $4,695+135.5% | $4,876+126.8% |
| Participant deferral / active EE | $3,750 | $6,630-43.4% | $6,247-40.0% | $5,439-31.0% |
| Admin fee / account holder | $27 | $10,905-99.8% | $9,243-99.7% | $10,885-99.8% |