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 | $142,251 | $171,865-17.2% | $149,718-5.0% | $147,584-3.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 16.69% | 2113.22%-2096.5pp | 1501.63%-1484.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,591 | $6,275-74.7% | $5,445-70.8% | $4,876-67.4% |
| Participant deferral / active EE | $3,732 | $7,271-48.7% | $6,569-43.2% | $5,439-31.4% |
| Admin fee / account holder | $12 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |