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 | $25,736 | $150,440-82.9% | $136,294-81.1% | $147,584-82.6% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 32.96% | 1049.08%-1016.1pp | 5155.94%-5123.0pp | 578.55%-545.6pp |
| Employer contribution / active EE | $4,291 | $5,256-18.4% | $4,695-8.6% | $4,876-12.0% |
| Participant deferral / active EE | $9,829 | $6,630+48.2% | $6,247+57.3% | $5,439+80.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |