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 9-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 | $77,529 | $171,865-54.9% | $149,718-48.2% | $147,584-47.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.95% | 2113.22%-2101.3pp | 1501.63%-1489.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $4,961 | $6,275-20.9% | $5,445-8.9% | $4,876+1.7% |
| Participant deferral / active EE | $5,358 | $7,271-26.3% | $6,569-18.4% | $5,439-1.5% |
| Admin fee / account holder | $181 | $13,799-98.7% | $11,283-98.4% | $10,885-98.3% |