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 | $112,235 | $100,852+11.3% | $90,404+24.1% | $158,922-29.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 26.39% | 1724.20%-1697.8pp | 1293.02%-1266.6pp | 302.83%-276.4pp |
| Employer contribution / active EE | $1,277 | $3,689-65.4% | $3,262-60.8% | $4,761-73.2% |
| Participant deferral / active EE | $4,164 | $4,348-4.2% | $3,963+5.1% | $5,982-30.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |