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 9-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 | $44,219 | $165,984-73.4% | $164,813-73.2% | $145,922-69.7% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 11.88% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,947 | $5,273-44.1% | $4,341-32.1% | $4,660-36.8% |
| Participant deferral / active EE | $7,468 | $6,959+7.3% | $6,031+23.8% | $6,688+11.7% |
| Admin fee / account holder | $176 | $16,648-98.9% | $12,690-98.6% | $13,397-98.7% |