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 | $57,938 | $150,440-61.5% | $136,294-57.5% | $147,584-60.7% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 14.64% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,816 | $5,256-65.5% | $4,695-61.3% | $4,876-62.8% |
| Participant deferral / active EE | $5,106 | $6,630-23.0% | $6,247-18.3% | $5,439-6.1% |
| Admin fee / account holder | $128 | $10,905-98.8% | $9,243-98.6% | $10,885-98.8% |