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 | $44,826 | $150,440-70.2% | $136,294-67.1% | $147,584-69.6% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 21.04% | 1049.08%-1028.0pp | 5155.94%-5134.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,426 | $5,256-53.8% | $4,695-48.3% | $4,876-50.3% |
| Participant deferral / active EE | $5,403 | $6,630-18.5% | $6,247-13.5% | $5,439-0.7% |
| Admin fee / account holder | $255 | $10,905-97.7% | $9,243-97.2% | $10,885-97.7% |