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 | $75,063 | $100,852-25.6% | $90,404-17.0% | $158,922-52.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.42% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,162 | $3,689-68.5% | $3,262-64.4% | $4,761-75.6% |
| Participant deferral / active EE | $7,900 | $4,348+81.7% | $3,963+99.3% | $5,982+32.1% |
| Admin fee / account holder | $94 | $6,501-98.6% | $5,611-98.3% | $11,246-99.2% |