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 | $98,594 | $202,318-51.3% | $172,739-42.9% | $152,861-35.5% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 23.14% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,449 | $5,856-58.2% | $5,143-52.4% | $4,762-48.6% |
| Participant deferral / active EE | $6,485 | $5,948+9.0% | $5,198+24.8% | $5,850+10.9% |
| Admin fee / account holder | -$156 | $17,109-100.9% | $13,954-101.1% | $11,596-101.3% |