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 | $185,304 | $100,852+83.7% | $90,404+105.0% | $158,922+16.6% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 9.94% | 1724.20%-1714.3pp | 1293.02%-1283.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $2,009 | $3,689-45.5% | $3,262-38.4% | $4,761-57.8% |
| Participant deferral / active EE | $9,668 | $4,348+122.4% | $3,963+143.9% | $5,982+61.6% |
| Admin fee / account holder | $84 | $6,501-98.7% | $5,611-98.5% | $11,246-99.3% |