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 | $77,446 | $150,440-48.5% | $136,294-43.2% | $147,584-47.5% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 23.52% | 1049.08%-1025.6pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $8,745 | $5,256+66.4% | $4,695+86.3% | $4,876+79.3% |
| Participant deferral / active EE | $8,156 | $6,630+23.0% | $6,247+30.6% | $5,439+50.0% |
| Admin fee / account holder | $73 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |