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 | $36,439 | $150,440-75.8% | $136,294-73.3% | $147,584-75.3% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 21.90% | 1049.08%-1027.2pp | 5155.94%-5134.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,215 | $6,630+54.1% | $6,247+63.5% | $5,439+87.8% |
| Admin fee / account holder | $273 | $10,905-97.5% | $9,243-97.0% | $10,885-97.5% |