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 | $45,440 | $150,440-69.8% | $136,294-66.7% | $147,584-69.2% |
| Participation rate | 87.0% | 84.4%+2.5pp | 81.9%+5.0pp | 82.8%+4.1pp |
| Annual return | 18.15% | 1049.08%-1030.9pp | 5155.94%-5137.8pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,004 | $5,256-61.9% | $4,695-57.3% | $4,876-58.9% |
| Participant deferral / active EE | $4,325 | $6,630-34.8% | $6,247-30.8% | $5,439-20.5% |
| Admin fee / account holder | $226 | $10,905-97.9% | $9,243-97.6% | $10,885-97.9% |