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 6-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 | $46,214 | $49,922-7.4% | $80,569-42.6% | $75,163-38.5% |
| Participation rate | 72.0% | 55.3%+16.7pp | 67.0%+5.0pp | 67.2%+4.8pp |
| Annual return | 29.52% | 34.69%-5.2pp | 935.43%-905.9pp | 160.62%-131.1pp |
| Employer contribution / active EE | $2,552 | $1,698+50.3% | $2,723-6.3% | $2,670-4.4% |
| Participant deferral / active EE | $6,539 | $2,990+118.7% | $4,447+47.0% | $4,125+58.5% |
| Admin fee / account holder | $186 | $3,577-94.8% | $5,377-96.5% | $5,651-96.7% |