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 | $32,531 | $107,334-69.7% | $92,893-65.0% | $152,861-78.7% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 25.71% | 145.58%-119.9pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,816 | $4,221-33.3% | $3,653-22.9% | $4,762-40.9% |
| Participant deferral / active EE | $12,559 | $4,845+159.2% | $4,236+196.5% | $5,850+114.7% |
| Admin fee / account holder | $106 | $7,079-98.5% | $5,794-98.2% | $11,596-99.1% |