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 | $129,392 | $150,440-14.0% | $136,294-5.1% | $147,584-12.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.17% | 1049.08%-1029.9pp | 5155.94%-5136.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $1,423 | $5,256-72.9% | $4,695-69.7% | $4,876-70.8% |
| Participant deferral / active EE | $5,465 | $6,630-17.6% | $6,247-12.5% | $5,439+0.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |