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 | $135,477 | $150,440-9.9% | $136,294-0.6% | $147,584-8.2% |
| Participation rate | 90.5% | 84.4%+6.1pp | 81.9%+8.6pp | 82.8%+7.6pp |
| Annual return | 14.11% | 1049.08%-1035.0pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $3,487 | $5,256-33.7% | $4,695-25.7% | $4,876-28.5% |
| Participant deferral / active EE | $5,498 | $6,630-17.1% | $6,247-12.0% | $5,439+1.1% |
| Admin fee / account holder | $1 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |