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 | $72,955 | $150,440-51.5% | $136,294-46.5% | $147,584-50.6% |
| Participation rate | 78.9% | 84.4%-5.5pp | 81.9%-3.0pp | 82.8%-3.9pp |
| Annual return | 17.39% | 1049.08%-1031.7pp | 5155.94%-5138.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,407 | $5,256-54.2% | $4,695-48.7% | $4,876-50.6% |
| Participant deferral / active EE | $5,862 | $6,630-11.6% | $6,247-6.2% | $5,439+7.8% |
| Admin fee / account holder | $6 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |