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 | $90,523 | $150,440-39.8% | $136,294-33.6% | $147,584-38.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.00% | 1049.08%-1031.1pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,755 | $5,256-66.6% | $4,695-62.6% | $4,876-64.0% |
| Participant deferral / active EE | $3,611 | $6,630-45.5% | $6,247-42.2% | $5,439-33.6% |
| Admin fee / account holder | $189 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |