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 | $100,654 | $202,318-50.2% | $172,739-41.7% | $152,861-34.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 22.03% | 1029.65%-1007.6pp | 802.84%-780.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,045 | $5,856-65.1% | $5,143-60.2% | $4,762-57.1% |
| Participant deferral / active EE | $7,731 | $5,948+30.0% | $5,198+48.7% | $5,850+32.2% |
| Admin fee / account holder | $72 | $17,109-99.6% | $13,954-99.5% | $11,596-99.4% |