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 | $154,959 | $171,865-9.8% | $149,718+3.5% | $147,584+5.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.44% | 2113.22%-2088.8pp | 1501.63%-1477.2pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,487 | $6,275-76.3% | $5,445-72.7% | $4,876-69.5% |
| Participant deferral / active EE | $6,834 | $7,271-6.0% | $6,569+4.0% | $5,439+25.6% |
| Admin fee / account holder | $95 | $13,799-99.3% | $11,283-99.2% | $10,885-99.1% |