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 | $97,182 | $150,440-35.4% | $136,294-28.7% | $147,584-34.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.11% | 1049.08%-1032.0pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,698 | $5,256-67.7% | $4,695-63.8% | $4,876-65.2% |
| Participant deferral / active EE | $4,010 | $6,630-39.5% | $6,247-35.8% | $5,439-26.3% |
| Admin fee / account holder | $67 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |