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 | $39,448 | $202,318-80.5% | $172,739-77.2% | $152,861-74.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 25.37% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-319.9pp |
| Employer contribution / active EE | $4,416 | $5,856-24.6% | $5,143-14.1% | $4,762-7.3% |
| Participant deferral / active EE | $4,305 | $5,948-27.6% | $5,198-17.2% | $5,850-26.4% |
| Admin fee / account holder | $227 | $17,109-98.7% | $13,954-98.4% | $11,596-98.0% |