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 | $104,149 | $202,318-48.5% | $172,739-39.7% | $152,861-31.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 27.52% | 1029.65%-1002.1pp | 802.84%-775.3pp | 345.32%-317.8pp |
| Employer contribution / active EE | $13,389 | $5,856+128.6% | $5,143+160.3% | $4,762+181.2% |
| Participant deferral / active EE | $5,501 | $5,948-7.5% | $5,198+5.8% | $5,850-6.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |