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 | $131,724 | $150,440-12.4% | $136,294-3.4% | $147,584-10.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 21.83% | 1049.08%-1027.3pp | 5155.94%-5134.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $3,777 | $5,256-28.1% | $4,695-19.6% | $4,876-22.5% |
| Participant deferral / active EE | $7,450 | $6,630+12.4% | $6,247+19.3% | $5,439+37.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |