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 | $98,876 | $150,440-34.3% | $136,294-27.5% | $147,584-33.0% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 23.46% | 1049.08%-1025.6pp | 5155.94%-5132.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $2,902 | $5,256-44.8% | $4,695-38.2% | $4,876-40.5% |
| Participant deferral / active EE | $4,186 | $6,630-36.9% | $6,247-33.0% | $5,439-23.0% |
| Admin fee / account holder | $210 | $10,905-98.1% | $9,243-97.7% | $10,885-98.1% |