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 | $75,152 | $76,738-2.1% | $56,411+33.2% | $145,922-48.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.24% | 2994.23%-2980.0pp | 1701.33%-1687.1pp | 561.29%-547.0pp |
| Employer contribution / active EE | $8,929 | $1,380+547.1% | $1,039+759.7% | $4,660+91.6% |
| Participant deferral / active EE | $22,322 | $2,623+751.2% | $1,952+1043.6% | $6,688+233.8% |
| Admin fee / account holder | $4 | $3,334-99.9% | $2,829-99.9% | $13,397-100.0% |