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 | $54,314 | $150,440-63.9% | $136,294-60.1% | $147,584-63.2% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 23.84% | 1049.08%-1025.2pp | 5155.94%-5132.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $3,016 | $5,256-42.6% | $4,695-35.8% | $4,876-38.2% |
| Participant deferral / active EE | $7,664 | $6,630+15.6% | $6,247+22.7% | $5,439+40.9% |
| Admin fee / account holder | $188 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |