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 | $72,287 | $99,020-27.0% | $86,590-16.5% | $147,584-51.0% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 22.34% | 1312.34%-1290.0pp | 964.84%-942.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $4,388 | $3,132+40.1% | $2,839+54.6% | $4,876-10.0% |
| Participant deferral / active EE | $7,987 | $3,972+101.1% | $3,609+121.3% | $5,439+46.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |