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 | $29,307 | $150,440-80.5% | $136,294-78.5% | $147,584-80.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.48% | 1049.08%-1030.6pp | 5155.94%-5137.5pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,502 | $5,256-71.4% | $4,695-68.0% | $4,876-69.2% |
| Participant deferral / active EE | $7,791 | $6,630+17.5% | $6,247+24.7% | $5,439+43.2% |
| Admin fee / account holder | $242 | $10,905-97.8% | $9,243-97.4% | $10,885-97.8% |