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 | $61,474 | $150,440-59.1% | $136,294-54.9% | $147,584-58.3% |
| Participation rate | 70.8% | 84.4%-13.6pp | 81.9%-11.1pp | 82.8%-12.0pp |
| Annual return | 26.46% | 1049.08%-1022.6pp | 5155.94%-5129.5pp | 578.55%-552.1pp |
| Employer contribution / active EE | $2,346 | $5,256-55.4% | $4,695-50.0% | $4,876-51.9% |
| Participant deferral / active EE | $6,120 | $6,630-7.7% | $6,247-2.0% | $5,439+12.5% |
| Admin fee / account holder | $140 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |