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 8-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 | $69,563 | $209,832-66.8% | $189,513-63.3% | $167,490-58.5% |
| Participation rate | 85.7% | 88.7%-3.0pp | 87.8%-2.1pp | 82.1%+3.6pp |
| Annual return | 19.83% | 748.27%-728.4pp | 555.15%-535.3pp | 478.56%-458.7pp |
| Employer contribution / active EE | $4,545 | $6,914-34.3% | $6,162-26.2% | $4,837-6.0% |
| Participant deferral / active EE | $7,906 | $8,935-11.5% | $8,221-3.8% | $6,341+24.7% |
| Admin fee / account holder | $182 | $14,293-98.7% | $12,045-98.5% | $12,309-98.5% |