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 | $95,397 | $171,865-44.5% | $149,718-36.3% | $147,584-35.4% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 18.65% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $5,226 | $6,275-16.7% | $5,445-4.0% | $4,876+7.2% |
| Participant deferral / active EE | $5,693 | $7,271-21.7% | $6,569-13.3% | $5,439+4.7% |
| Admin fee / account holder | $166 | $13,799-98.8% | $11,283-98.5% | $10,885-98.5% |