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 | $94,106 | $81,625+15.3% | $58,482+60.9% | $139,434-32.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 8.98% | 7404.20%-7395.2pp | 4239.32%-4230.3pp | 372.94%-364.0pp |
| Employer contribution / active EE | $3,290 | $1,398+135.3% | $1,053+212.3% | $4,751-30.8% |
| Participant deferral / active EE | $4,663 | $2,557+82.4% | $1,924+142.4% | $6,710-30.5% |
| Admin fee / account holder | $105 | $3,265-96.8% | $2,516-95.8% | $11,403-99.1% |