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 | $73,332 | $150,440-51.3% | $136,294-46.2% | $147,584-50.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 25.98% | 1049.08%-1023.1pp | 5155.94%-5130.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $11,439 | $5,256+117.6% | $4,695+143.6% | $4,876+134.6% |
| Participant deferral / active EE | $10,080 | $6,630+52.0% | $6,247+61.4% | $5,439+85.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |