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 | $123,344 | $202,318-39.0% | $172,739-28.6% | $152,861-19.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 15.36% | 1029.65%-1014.3pp | 802.84%-787.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,771 | $5,856-69.8% | $5,143-65.6% | $4,762-62.8% |
| Participant deferral / active EE | $5,333 | $5,948-10.3% | $5,198+2.6% | $5,850-8.8% |
| Admin fee / account holder | $71 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |