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 | $49,239 | $202,318-75.7% | $172,739-71.5% | $152,861-67.8% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 16.22% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $3,431 | $5,856-41.4% | $5,143-33.3% | $4,762-28.0% |
| Participant deferral / active EE | $3,830 | $5,948-35.6% | $5,198-26.3% | $5,850-34.5% |
| Admin fee / account holder | $178 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |