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 | $88,885 | $81,625+8.9% | $58,482+52.0% | $139,434-36.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.09% | 7404.20%-7390.1pp | 4239.32%-4225.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,375 | $1,398+69.8% | $1,053+125.4% | $4,751-50.0% |
| Participant deferral / active EE | $4,749 | $2,557+85.8% | $1,924+146.8% | $6,710-29.2% |
| Admin fee / account holder | $256 | $3,265-92.2% | $2,516-89.8% | $11,403-97.8% |