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 | $94,113 | $202,318-53.5% | $172,739-45.5% | $152,861-38.4% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.4%-10.2pp |
| Annual return | 16.33% | 1029.65%-1013.3pp | 802.84%-786.5pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,466 | $5,856-57.9% | $5,143-52.1% | $4,762-48.2% |
| Participant deferral / active EE | $3,286 | $5,948-44.8% | $5,198-36.8% | $5,850-43.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |