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 | $50,210 | $150,440-66.6% | $136,294-63.2% | $147,584-66.0% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 27.17% | 1049.08%-1021.9pp | 5155.94%-5128.8pp | 578.55%-551.4pp |
| Employer contribution / active EE | $2,648 | $5,256-49.6% | $4,695-43.6% | $4,876-45.7% |
| Participant deferral / active EE | $7,064 | $6,630+6.5% | $6,247+13.1% | $5,439+29.9% |
| Admin fee / account holder | $173 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |