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 | $90,652 | $150,440-39.7% | $136,294-33.5% | $147,584-38.6% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 16.89% | 1049.08%-1032.2pp | 5155.94%-5139.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,739 | $5,256-47.9% | $4,695-41.7% | $4,876-43.8% |
| Participant deferral / active EE | $5,408 | $6,630-18.4% | $6,247-13.4% | $5,439-0.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |