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 | $106,572 | $202,318-47.3% | $172,739-38.3% | $152,861-30.3% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.4%-5.5pp |
| Annual return | 22.60% | 1029.65%-1007.1pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,195 | $5,856-62.5% | $5,143-57.3% | $4,762-53.9% |
| Participant deferral / active EE | $3,608 | $5,948-39.3% | $5,198-30.6% | $5,850-38.3% |
| Admin fee / account holder | $186 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |