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 | $61,199 | $171,865-64.4% | $149,718-59.1% | $147,584-58.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.70% | 2113.22%-2095.5pp | 1501.63%-1483.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $3,943 | $6,275-37.2% | $5,445-27.6% | $4,876-19.1% |
| Participant deferral / active EE | $11,048 | $7,271+52.0% | $6,569+68.2% | $5,439+103.1% |
| Admin fee / account holder | $89 | $13,799-99.4% | $11,283-99.2% | $10,885-99.2% |