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 | $115,686 | $171,865-32.7% | $149,718-22.7% | $147,584-21.6% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 12.59% | 2113.22%-2100.6pp | 1501.63%-1489.0pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,292 | $6,275-63.5% | $5,445-57.9% | $4,876-53.0% |
| Participant deferral / active EE | $8,397 | $7,271+15.5% | $6,569+27.8% | $5,439+54.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |