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 | $98,426 | $159,901-38.4% | $146,958-33.0% | $145,922-32.5% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 21.60% | 98.13%-76.5pp | 418.34%-396.7pp | 561.29%-539.7pp |
| Employer contribution / active EE | $2,736 | $5,286-48.2% | $4,933-44.5% | $4,660-41.3% |
| Participant deferral / active EE | $4,335 | $8,428-48.6% | $8,070-46.3% | $6,688-35.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |