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 | $135,490 | $171,865-21.2% | $149,718-9.5% | $147,584-8.2% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 21.85% | 2113.22%-2091.4pp | 1501.63%-1479.8pp | 578.55%-556.7pp |
| Employer contribution / active EE | $4,808 | $6,275-23.4% | $5,445-11.7% | $4,876-1.4% |
| Participant deferral / active EE | $9,270 | $7,271+27.5% | $6,569+41.1% | $5,439+70.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |