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 10-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 | $49,241 | $183,519-73.2% | $155,509-68.3% | $145,922-66.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.37% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,326 | $5,313-18.6% | $4,672-7.4% | $4,660-7.2% |
| Participant deferral / active EE | $4,112 | $6,462-36.4% | $5,626-26.9% | $6,688-38.5% |
| Admin fee / account holder | $186 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |