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 | $85,627 | $171,865-50.2% | $149,718-42.8% | $147,584-42.0% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 17.94% | 2113.22%-2095.3pp | 1501.63%-1483.7pp | 578.55%-560.6pp |
| Employer contribution / active EE | $3,305 | $6,275-47.3% | $5,445-39.3% | $4,876-32.2% |
| Participant deferral / active EE | $6,223 | $7,271-14.4% | $6,569-5.3% | $5,439+14.4% |
| Admin fee / account holder | $275 | $13,799-98.0% | $11,283-97.6% | $10,885-97.5% |