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 | $28,705 | $100,852-71.5% | $90,404-68.2% | $158,922-81.9% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 46.51% | 1724.20%-1677.7pp | 1293.02%-1246.5pp | 302.83%-256.3pp |
| Employer contribution / active EE | $3,359 | $3,689-8.9% | $3,262+3.0% | $4,761-29.5% |
| Participant deferral / active EE | $7,604 | $4,348+74.9% | $3,963+91.9% | $5,982+27.1% |
| Admin fee / account holder | $48 | $6,501-99.3% | $5,611-99.1% | $11,246-99.6% |