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 | $168,338 | $202,318-16.8% | $172,739-2.5% | $152,861+10.1% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 25.33% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,102 | $5,856-64.1% | $5,143-59.1% | $4,762-55.9% |
| Participant deferral / active EE | $6,997 | $5,948+17.6% | $5,198+34.6% | $5,850+19.6% |
| Admin fee / account holder | $70 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |