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 | $73,435 | $150,440-51.2% | $136,294-46.1% | $147,584-50.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.05% | 1049.08%-1032.0pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,000 | $5,256-62.0% | $4,695-57.4% | $4,876-59.0% |
| Participant deferral / active EE | $3,311 | $6,630-50.1% | $6,247-47.0% | $5,439-39.1% |
| Admin fee / account holder | $64 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |