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 | $72,039 | $150,440-52.1% | $136,294-47.1% | $147,584-51.2% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 34.49% | 1049.08%-1014.6pp | 5155.94%-5121.4pp | 578.55%-544.1pp |
| Employer contribution / active EE | $14,220 | $5,256+170.5% | $4,695+202.9% | $4,876+191.6% |
| Participant deferral / active EE | $14,220 | $6,630+114.5% | $6,247+127.6% | $5,439+161.5% |
| Admin fee / account holder | $136 | $10,905-98.8% | $9,243-98.5% | $10,885-98.8% |