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 | $100,446 | $171,865-41.6% | $149,718-32.9% | $147,584-31.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.62% | 2113.22%-2097.6pp | 1501.63%-1486.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,027 | $6,275-67.7% | $5,445-62.8% | $4,876-58.4% |
| Participant deferral / active EE | $6,400 | $7,271-12.0% | $6,569-2.6% | $5,439+17.7% |
| Admin fee / account holder | $118 | $13,799-99.1% | $11,283-99.0% | $10,885-98.9% |