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 | $63,398 | $150,440-57.9% | $136,294-53.5% | $147,584-57.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.75% | 1049.08%-1035.3pp | 5155.94%-5142.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $2,684 | $5,256-48.9% | $4,695-42.8% | $4,876-45.0% |
| Participant deferral / active EE | $3,970 | $6,630-40.1% | $6,247-36.5% | $5,439-27.0% |
| Admin fee / account holder | $298 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |