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 | $136,073 | $202,318-32.7% | $172,739-21.2% | $152,861-11.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 24.06% | 1029.65%-1005.6pp | 802.84%-778.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,601 | $5,856-38.5% | $5,143-30.0% | $4,762-24.4% |
| Participant deferral / active EE | $7,839 | $5,948+31.8% | $5,198+50.8% | $5,850+34.0% |
| Admin fee / account holder | $42 | $17,109-99.8% | $13,954-99.7% | $11,596-99.6% |