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 | $91,959 | $150,440-38.9% | $136,294-32.5% | $147,584-37.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 19.71% | 1049.08%-1029.4pp | 5155.94%-5136.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,868 | $5,256-45.4% | $4,695-38.9% | $4,876-41.2% |
| Participant deferral / active EE | $9,422 | $6,630+42.1% | $6,247+50.8% | $5,439+73.2% |
| Admin fee / account holder | $145 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |