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 | $54,081 | $90,600-40.3% | $79,464-31.9% | $135,375-60.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 10.39% | 977.43%-967.0pp | 718.14%-707.8pp | 519.73%-509.3pp |
| Employer contribution / active EE | $4,091 | $3,068+33.3% | $2,800+46.1% | $4,779-14.4% |
| Participant deferral / active EE | $6,135 | $4,050+51.5% | $3,704+65.6% | $5,609+9.4% |
| Admin fee / account holder | $5 | $5,907-99.9% | $5,113-99.9% | $10,827-100.0% |