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 | $127,986 | $150,440-14.9% | $136,294-6.1% | $147,584-13.3% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 15.64% | 1049.08%-1033.4pp | 5155.94%-5140.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $3,484 | $5,256-33.7% | $4,695-25.8% | $4,876-28.6% |
| Participant deferral / active EE | $8,394 | $6,630+26.6% | $6,247+34.4% | $5,439+54.3% |
| Admin fee / account holder | $297 | $10,905-97.3% | $9,243-96.8% | $10,885-97.3% |