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 | $72,204 | $150,440-52.0% | $136,294-47.0% | $147,584-51.1% |
| Participation rate | 90.0% | 84.4%+5.6pp | 81.9%+8.1pp | 82.8%+7.2pp |
| Annual return | 20.45% | 1049.08%-1028.6pp | 5155.94%-5135.5pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,847 | $5,256-45.8% | $4,695-39.4% | $4,876-41.6% |
| Participant deferral / active EE | $6,725 | $6,630+1.4% | $6,247+7.7% | $5,439+23.7% |
| Admin fee / account holder | $246 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |