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 | $199,681 | $100,852+98.0% | $90,404+120.9% | $158,922+25.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 5.84% | 1724.20%-1718.4pp | 1293.02%-1287.2pp | 302.83%-297.0pp |
| Employer contribution / active EE | $2,376 | $3,689-35.6% | $3,262-27.2% | $4,761-50.1% |
| Participant deferral / active EE | $5,483 | $4,348+26.1% | $3,963+38.3% | $5,982-8.3% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |