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 | $59,054 | $100,852-41.4% | $90,404-34.7% | $158,922-62.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 17.57% | 1724.20%-1706.6pp | 1293.02%-1275.4pp | 302.83%-285.3pp |
| Employer contribution / active EE | $3,718 | $3,689+0.8% | $3,262+14.0% | $4,761-21.9% |
| Participant deferral / active EE | $5,807 | $4,348+33.6% | $3,963+46.5% | $5,982-2.9% |
| Admin fee / account holder | $10 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |