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 | $24,237 | $150,440-83.9% | $136,294-82.2% | $147,584-83.6% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 28.01% | 1049.08%-1021.1pp | 5155.94%-5127.9pp | 578.55%-550.5pp |
| Employer contribution / active EE | $7,292 | $5,256+38.7% | $4,695+55.3% | $4,876+49.5% |
| Participant deferral / active EE | $8,531 | $6,630+28.7% | $6,247+36.6% | $5,439+56.9% |
| Admin fee / account holder | $115 | $10,905-98.9% | $9,243-98.8% | $10,885-98.9% |