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 | $70,218 | $150,440-53.3% | $136,294-48.5% | $147,584-52.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.02% | 1049.08%-1024.1pp | 5155.94%-5130.9pp | 578.55%-553.5pp |
| Employer contribution / active EE | $6,170 | $5,256+17.4% | $4,695+31.4% | $4,876+26.5% |
| Participant deferral / active EE | $5,963 | $6,630-10.1% | $6,247-4.5% | $5,439+9.6% |
| Admin fee / account holder | $2 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |