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 | $79,606 | $100,852-21.1% | $90,404-11.9% | $158,922-49.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 16.37% | 1724.20%-1707.8pp | 1293.02%-1276.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $5,054 | $3,689+37.0% | $3,262+54.9% | $4,761+6.1% |
| Participant deferral / active EE | $6,611 | $4,348+52.0% | $3,963+66.8% | $5,982+10.5% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |