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 | $85,417 | $171,865-50.3% | $149,718-42.9% | $147,584-42.1% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 18.64% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $15,549 | $6,275+147.8% | $5,445+185.6% | $4,876+218.9% |
| Participant deferral / active EE | $10,142 | $7,271+39.5% | $6,569+54.4% | $5,439+86.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |