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 | $118,538 | $171,865-31.0% | $149,718-20.8% | $147,584-19.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.28% | 2113.22%-2093.9pp | 1501.63%-1482.3pp | 578.55%-559.3pp |
| Employer contribution / active EE | $12,278 | $6,275+95.7% | $5,445+125.5% | $4,876+151.8% |
| Participant deferral / active EE | $6,719 | $7,271-7.6% | $6,569+2.3% | $5,439+23.5% |
| Admin fee / account holder | $104 | $13,799-99.2% | $11,283-99.1% | $10,885-99.0% |