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 | $99,508 | $150,440-33.9% | $136,294-27.0% | $147,584-32.6% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 19.51% | 1049.08%-1029.6pp | 5155.94%-5136.4pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,066 | $5,256-60.7% | $4,695-56.0% | $4,876-57.6% |
| Participant deferral / active EE | $7,788 | $6,630+17.5% | $6,247+24.7% | $5,439+43.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |