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 | $61,931 | $150,440-58.8% | $136,294-54.6% | $147,584-58.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.79% | 1049.08%-1026.3pp | 5155.94%-5133.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,077 | $5,256-79.5% | $4,695-77.1% | $4,876-77.9% |
| Participant deferral / active EE | $4,008 | $6,630-39.5% | $6,247-35.8% | $5,439-26.3% |
| Admin fee / account holder | $195 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |