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 | $117,090 | $202,318-42.1% | $172,739-32.2% | $152,861-23.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 29.66% | 1029.65%-1000.0pp | 802.84%-773.2pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,913 | $5,856-67.3% | $5,143-62.8% | $4,762-59.8% |
| Participant deferral / active EE | $5,313 | $5,948-10.7% | $5,198+2.2% | $5,850-9.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |