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 | $160,542 | $185,200-13.3% | $142,863+12.4% | $167,490-4.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 17.78% | 8555.70%-8537.9pp | 5637.54%-5619.8pp | 478.56%-460.8pp |
| Employer contribution / active EE | $4,212 | $5,604-24.9% | $4,144+1.6% | $4,837-12.9% |
| Participant deferral / active EE | $3,563 | $4,494-20.7% | $3,837-7.2% | $6,341-43.8% |
| Admin fee / account holder | $186 | $8,031-97.7% | $6,560-97.2% | $12,309-98.5% |