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 | $85,861 | $100,852-14.9% | $90,404-5.0% | $158,922-46.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 7.61% | 1724.20%-1716.6pp | 1293.02%-1285.4pp | 302.83%-295.2pp |
| Employer contribution / active EE | $7,796 | $3,689+111.4% | $3,262+139.0% | $4,761+63.7% |
| Participant deferral / active EE | $2,380 | $4,348-45.3% | $3,963-39.9% | $5,982-60.2% |
| Admin fee / account holder | $127 | $6,501-98.0% | $5,611-97.7% | $11,246-98.9% |