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 | $144,340 | $109,817+31.4% | $98,442+46.6% | $167,490-13.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.51% | 1956.69%-1947.2pp | 1492.73%-1483.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,083 | $3,224-35.4% | $2,960-29.6% | $4,837-56.9% |
| Participant deferral / active EE | $13,217 | $4,673+182.8% | $4,276+209.1% | $6,341+108.4% |
| Admin fee / account holder | $56 | $6,753-99.2% | $5,949-99.1% | $12,309-99.5% |