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 | $124,010 | $150,440-17.6% | $136,294-9.0% | $147,584-16.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.18% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $7,301 | $5,256+38.9% | $4,695+55.5% | $4,876+49.7% |
| Participant deferral / active EE | $5,800 | $6,630-12.5% | $6,247-7.2% | $5,439+6.7% |
| Admin fee / account holder | $68 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |