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 | $43,711 | $150,440-70.9% | $136,294-67.9% | $147,584-70.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 17.91% | 1049.08%-1031.2pp | 5155.94%-5138.0pp | 578.55%-560.6pp |
| Employer contribution / active EE | $3,120 | $5,256-40.6% | $4,695-33.6% | $4,876-36.0% |
| Participant deferral / active EE | $6,339 | $6,630-4.4% | $6,247+1.5% | $5,439+16.6% |
| Admin fee / account holder | $190 | $10,905-98.3% | $9,243-97.9% | $10,885-98.3% |