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 | $91,185 | $202,318-54.9% | $172,739-47.2% | $152,861-40.3% |
| Participation rate | 77.3% | 87.1%-9.8pp | 82.6%-5.4pp | 82.4%-5.2pp |
| Annual return | 21.49% | 1029.65%-1008.2pp | 802.84%-781.3pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,974 | $5,856-66.3% | $5,143-61.6% | $4,762-58.6% |
| Participant deferral / active EE | $5,779 | $5,948-2.8% | $5,198+11.2% | $5,850-1.2% |
| Admin fee / account holder | $239 | $17,109-98.6% | $13,954-98.3% | $11,596-97.9% |