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 | $41,270 | $124,281-66.8% | $109,143-62.2% | $167,490-75.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 80.83% | 26.04%+54.8pp | 25.75%+55.1pp | 478.56%-397.7pp |
| Employer contribution / active EE | $3,667 | $4,207-12.8% | $3,722-1.5% | $4,837-24.2% |
| Participant deferral / active EE | $5,897 | $5,255+12.2% | $4,653+26.7% | $6,341-7.0% |
| Admin fee / account holder | $43 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |