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 | $69,419 | $202,318-65.7% | $172,739-59.8% | $152,861-54.6% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 28.67% | 1029.65%-1001.0pp | 802.84%-774.2pp | 345.32%-316.6pp |
| Employer contribution / active EE | $2,672 | $5,856-54.4% | $5,143-48.0% | $4,762-43.9% |
| Participant deferral / active EE | $4,666 | $5,948-21.6% | $5,198-10.2% | $5,850-20.2% |
| Admin fee / account holder | $76 | $17,109-99.6% | $13,954-99.5% | $11,596-99.3% |