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 | $76,529 | $150,440-49.1% | $136,294-43.8% | $147,584-48.1% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 18.38% | 1049.08%-1030.7pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,194 | $5,256-77.3% | $4,695-74.6% | $4,876-75.5% |
| Participant deferral / active EE | $4,777 | $6,630-28.0% | $6,247-23.5% | $5,439-12.2% |
| Admin fee / account holder | $17 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |