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 | $68,552 | $150,440-54.4% | $136,294-49.7% | $147,584-53.6% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 23.85% | 1049.08%-1025.2pp | 5155.94%-5132.1pp | 578.55%-554.7pp |
| Employer contribution / active EE | $2,612 | $5,256-50.3% | $4,695-44.4% | $4,876-46.4% |
| Participant deferral / active EE | $6,363 | $6,630-4.0% | $6,247+1.9% | $5,439+17.0% |
| Admin fee / account holder | $208 | $10,905-98.1% | $9,243-97.8% | $10,885-98.1% |