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 | $145,080 | $171,865-15.6% | $149,718-3.1% | $147,584-1.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 14.21% | 2113.22%-2099.0pp | 1501.63%-1487.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,581 | $6,275-74.8% | $5,445-71.0% | $4,876-67.6% |
| Participant deferral / active EE | $3,300 | $7,271-54.6% | $6,569-49.8% | $5,439-39.3% |
| Admin fee / account holder | $63 | $13,799-99.5% | $11,283-99.4% | $10,885-99.4% |