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 | $59,390 | $202,318-70.6% | $172,739-65.6% | $152,861-61.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 20.68% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,687 | $5,856-54.1% | $5,143-47.8% | $4,762-43.6% |
| Participant deferral / active EE | $3,011 | $5,948-49.4% | $5,198-42.1% | $5,850-48.5% |
| Admin fee / account holder | $158 | $17,109-99.1% | $13,954-98.9% | $11,596-98.6% |