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 | $99,033 | $171,865-42.4% | $149,718-33.9% | $147,584-32.9% |
| Participation rate | 70.0% | 88.2%-18.2pp | 87.1%-17.1pp | 82.8%-12.8pp |
| Annual return | 18.00% | 2113.22%-2095.2pp | 1501.63%-1483.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,844 | $6,275-70.6% | $5,445-66.1% | $4,876-62.2% |
| Participant deferral / active EE | $5,513 | $7,271-24.2% | $6,569-16.1% | $5,439+1.4% |
| Admin fee / account holder | $125 | $13,799-99.1% | $11,283-98.9% | $10,885-98.9% |