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 | $78,026 | $150,440-48.1% | $136,294-42.8% | $147,584-47.1% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 36.31% | 1049.08%-1012.8pp | 5155.94%-5119.6pp | 578.55%-542.2pp |
| Employer contribution / active EE | $1,832 | $5,256-65.1% | $4,695-61.0% | $4,876-62.4% |
| Participant deferral / active EE | $6,929 | $6,630+4.5% | $6,247+10.9% | $5,439+27.4% |
| Admin fee / account holder | $63 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |