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 | $43,114 | $150,440-71.3% | $136,294-68.4% | $147,584-70.8% |
| Participation rate | 89.5% | 84.4%+5.1pp | 81.9%+7.6pp | 82.8%+6.6pp |
| Annual return | 16.75% | 1049.08%-1032.3pp | 5155.94%-5139.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $6,414 | $5,256+22.0% | $4,695+36.6% | $4,876+31.5% |
| Participant deferral / active EE | $3,930 | $6,630-40.7% | $6,247-37.1% | $5,439-27.7% |
| Admin fee / account holder | $173 | $10,905-98.4% | $9,243-98.1% | $10,885-98.4% |