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 | $78,414 | $150,440-47.9% | $136,294-42.5% | $147,584-46.9% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 14.14% | 1049.08%-1034.9pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $4,931 | $5,256-6.2% | $4,695+5.0% | $4,876+1.1% |
| Participant deferral / active EE | $7,196 | $6,630+8.5% | $6,247+15.2% | $5,439+32.3% |
| Admin fee / account holder | $98 | $10,905-99.1% | $9,243-98.9% | $10,885-99.1% |