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 | $84,026 | $150,440-44.1% | $136,294-38.3% | $147,584-43.1% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 16.16% | 1049.08%-1032.9pp | 5155.94%-5139.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,931 | $5,256-63.3% | $4,695-58.9% | $4,876-60.4% |
| Participant deferral / active EE | $4,001 | $6,630-39.7% | $6,247-36.0% | $5,439-26.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |