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 | $44,665 | $150,440-70.3% | $136,294-67.2% | $147,584-69.7% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 23.58% | 1049.08%-1025.5pp | 5155.94%-5132.4pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,989 | $5,256-62.2% | $4,695-57.6% | $4,876-59.2% |
| Participant deferral / active EE | $4,293 | $6,630-35.3% | $6,247-31.3% | $5,439-21.1% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |