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 | $41,265 | $150,440-72.6% | $136,294-69.7% | $147,584-72.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.56% | 1049.08%-1030.5pp | 5155.94%-5137.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $3,529 | $5,256-32.9% | $4,695-24.8% | $4,876-27.6% |
| Participant deferral / active EE | $6,277 | $6,630-5.3% | $6,247+0.5% | $5,439+15.4% |
| Admin fee / account holder | $258 | $10,905-97.6% | $9,243-97.2% | $10,885-97.6% |