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 | $61,019 | $150,440-59.4% | $136,294-55.2% | $147,584-58.7% |
| Participation rate | 91.7% | 84.4%+7.2pp | 81.9%+9.7pp | 82.8%+8.8pp |
| Annual return | 21.38% | 1049.08%-1027.7pp | 5155.94%-5134.6pp | 578.55%-557.2pp |
| Employer contribution / active EE | $4,270 | $5,256-18.8% | $4,695-9.1% | $4,876-12.4% |
| Participant deferral / active EE | $8,239 | $6,630+24.3% | $6,247+31.9% | $5,439+51.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |