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 | $100,917 | $150,440-32.9% | $136,294-26.0% | $147,584-31.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.34% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,358 | $5,256-55.1% | $4,695-49.8% | $4,876-51.6% |
| Participant deferral / active EE | $6,555 | $6,630-1.1% | $6,247+4.9% | $5,439+20.5% |
| Admin fee / account holder | $228 | $10,905-97.9% | $9,243-97.5% | $10,885-97.9% |