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 | $52,164 | $115,770-54.9% | $101,248-48.5% | $158,922-67.2% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 56.56% | 56.14%+0.4pp | 46.47%+10.1pp | 302.83%-246.3pp |
| Employer contribution / active EE | $3,795 | $4,175-9.1% | $3,660+3.7% | $4,761-20.3% |
| Participant deferral / active EE | $8,755 | $4,957+76.6% | $4,370+100.3% | $5,982+46.3% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |