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 | $114,602 | $202,318-43.4% | $172,739-33.7% | $152,861-25.0% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 28.47% | 1029.65%-1001.2pp | 802.84%-774.4pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,794 | $5,856-69.4% | $5,143-65.1% | $4,762-62.3% |
| Participant deferral / active EE | $4,013 | $5,948-32.5% | $5,198-22.8% | $5,850-31.4% |
| Admin fee / account holder | $2 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |