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 | $85,699 | $202,318-57.6% | $172,739-50.4% | $152,861-43.9% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.4%-6.0pp |
| Annual return | 26.58% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,649 | $5,856-54.8% | $5,143-48.5% | $4,762-44.4% |
| Participant deferral / active EE | $5,646 | $5,948-5.1% | $5,198+8.6% | $5,850-3.5% |
| Admin fee / account holder | $218 | $17,109-98.7% | $13,954-98.4% | $11,596-98.1% |