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 | $73,251 | $202,318-63.8% | $172,739-57.6% | $152,861-52.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 25.44% | 1029.65%-1004.2pp | 802.84%-777.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,410 | $5,856-75.9% | $5,143-72.6% | $4,762-70.4% |
| Participant deferral / active EE | $3,122 | $5,948-47.5% | $5,198-39.9% | $5,850-46.6% |
| Admin fee / account holder | $270 | $17,109-98.4% | $13,954-98.1% | $11,596-97.7% |