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 | $94,262 | $102,604-8.1% | $86,188+9.4% | $139,434-32.4% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 20.05% | 1922.51%-1902.5pp | 1168.45%-1148.4pp | 372.94%-352.9pp |
| Employer contribution / active EE | $4,506 | $3,032+48.6% | $2,380+89.3% | $4,751-5.2% |
| Participant deferral / active EE | $7,868 | $4,676+68.3% | $3,985+97.4% | $6,710+17.3% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |