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 | $27,426 | $150,440-81.8% | $136,294-79.9% | $147,584-81.4% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 21.94% | 1049.08%-1027.1pp | 5155.94%-5134.0pp | 578.55%-556.6pp |
| Employer contribution / active EE | $5,322 | $5,256+1.3% | $4,695+13.3% | $4,876+9.1% |
| Participant deferral / active EE | $7,423 | $6,630+12.0% | $6,247+18.8% | $5,439+36.5% |
| Admin fee / account holder | $146 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |