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 | $78,404 | $209,832-62.6% | $189,513-58.6% | $167,490-53.2% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 19.15% | 748.27%-729.1pp | 555.15%-536.0pp | 478.56%-459.4pp |
| Employer contribution / active EE | $4,608 | $6,914-33.4% | $6,162-25.2% | $4,837-4.8% |
| Participant deferral / active EE | $10,664 | $8,935+19.4% | $8,221+29.7% | $6,341+68.2% |
| Admin fee / account holder | $240 | $14,293-98.3% | $12,045-98.0% | $12,309-98.0% |