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 | $73,981 | $209,832-64.7% | $189,513-61.0% | $167,490-55.8% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 17.06% | 748.27%-731.2pp | 555.15%-538.1pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,555 | $6,914-77.5% | $6,162-74.8% | $4,837-67.9% |
| Participant deferral / active EE | $4,611 | $8,935-48.4% | $8,221-43.9% | $6,341-27.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |