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 | $130,852 | $150,440-13.0% | $136,294-4.0% | $147,584-11.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 23.41% | 1049.08%-1025.7pp | 5155.94%-5132.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $2,876 | $5,256-45.3% | $4,695-38.8% | $4,876-41.0% |
| Participant deferral / active EE | $9,145 | $6,630+37.9% | $6,247+46.4% | $5,439+68.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |