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 | $40,448 | $150,440-73.1% | $136,294-70.3% | $147,584-72.6% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 20.00% | 1049.08%-1029.1pp | 5155.94%-5135.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,820 | $5,256-65.4% | $4,695-61.2% | $4,876-62.7% |
| Participant deferral / active EE | $6,543 | $6,630-1.3% | $6,247+4.7% | $5,439+20.3% |
| Admin fee / account holder | $56 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |