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 | $35,310 | $171,865-79.5% | $149,718-76.4% | $147,584-76.1% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 12.65% | 2113.22%-2100.6pp | 1501.63%-1489.0pp | 578.55%-565.9pp |
| Employer contribution / active EE | $7,254 | $6,275+15.6% | $5,445+33.2% | $4,876+48.8% |
| Participant deferral / active EE | $5,011 | $7,271-31.1% | $6,569-23.7% | $5,439-7.9% |
| Admin fee / account holder | $71 | $13,799-99.5% | $11,283-99.4% | $10,885-99.3% |