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 | $138,457 | $150,440-8.0% | $136,294+1.6% | $147,584-6.2% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 16.95% | 1049.08%-1032.1pp | 5155.94%-5139.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,144 | $5,256-2.1% | $4,695+9.6% | $4,876+5.5% |
| Participant deferral / active EE | $10,692 | $6,630+61.3% | $6,247+71.1% | $5,439+96.6% |
| Admin fee / account holder | $57 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |