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 | $72,133 | $88,751-18.7% | $81,812-11.8% | $145,922-50.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.75% | 1025.40%-1014.7pp | 773.79%-763.0pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,623 | $3,083-14.9% | $2,912-9.9% | $4,660-43.7% |
| Participant deferral / active EE | $5,315 | $4,643+14.5% | $4,319+23.1% | $6,688-20.5% |
| Admin fee / account holder | $107 | $8,415-98.7% | $7,386-98.6% | $13,397-99.2% |