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 | $63,276 | $88,751-28.7% | $81,812-22.7% | $145,922-56.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.28% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,040 | $3,083-33.8% | $2,912-29.9% | $4,660-56.2% |
| Participant deferral / active EE | $9,526 | $4,643+105.2% | $4,319+120.6% | $6,688+42.4% |
| Admin fee / account holder | $61 | $8,415-99.3% | $7,386-99.2% | $13,397-99.5% |