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 | $63,592 | $150,440-57.7% | $136,294-53.3% | $147,584-56.9% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 14.29% | 1049.08%-1034.8pp | 5155.94%-5141.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,034 | $5,256-42.3% | $4,695-35.4% | $4,876-37.8% |
| Participant deferral / active EE | $7,262 | $6,630+9.5% | $6,247+16.2% | $5,439+33.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |