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 8-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 | $50,313 | $102,966-51.1% | $90,281-44.3% | $152,861-67.1% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 687.70% | 95.16%+592.5pp | 78.10%+609.6pp | 345.32%+342.4pp |
| Employer contribution / active EE | $3,168 | $3,139+0.9% | $2,854+11.0% | $4,762-33.5% |
| Participant deferral / active EE | $4,945 | $4,281+15.5% | $3,885+27.3% | $5,850-15.5% |
| Admin fee / account holder | $173 | $6,171-97.2% | $5,351-96.8% | $11,596-98.5% |