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 | $49,133 | $150,440-67.3% | $136,294-64.0% | $147,584-66.7% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 18.76% | 1049.08%-1030.3pp | 5155.94%-5137.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,680 | $5,256-30.0% | $4,695-21.6% | $4,876-24.5% |
| Participant deferral / active EE | $7,207 | $6,630+8.7% | $6,247+15.4% | $5,439+32.5% |
| Admin fee / account holder | $93 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |