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 | $24,157 | $150,440-83.9% | $136,294-82.3% | $147,584-83.6% |
| Participation rate | 88.2% | 84.4%+3.8pp | 81.9%+6.3pp | 82.8%+5.4pp |
| Annual return | 24.44% | 1049.08%-1024.6pp | 5155.94%-5131.5pp | 578.55%-554.1pp |
| Employer contribution / active EE | $2,297 | $5,256-56.3% | $4,695-51.1% | $4,876-52.9% |
| Participant deferral / active EE | $10,786 | $6,630+62.7% | $6,247+72.7% | $5,439+98.3% |
| Admin fee / account holder | $271 | $10,905-97.5% | $9,243-97.1% | $10,885-97.5% |