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 | $68,261 | $150,440-54.6% | $136,294-49.9% | $147,584-53.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 20.31% | 1049.08%-1028.8pp | 5155.94%-5135.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,727 | $5,256-67.1% | $4,695-63.2% | $4,876-64.6% |
| Participant deferral / active EE | $3,169 | $6,630-52.2% | $6,247-49.3% | $5,439-41.7% |
| Admin fee / account holder | $63 | $10,905-99.4% | $9,243-99.3% | $10,885-99.4% |