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 | $48,069 | $150,440-68.0% | $136,294-64.7% | $147,584-67.4% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.06% | 1049.08%-1031.0pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,107 | $5,256-78.9% | $4,695-76.4% | $4,876-77.3% |
| Participant deferral / active EE | $2,991 | $6,630-54.9% | $6,247-52.1% | $5,439-45.0% |
| Admin fee / account holder | $1 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |