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 4-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 | $87,954 | $214,378-59.0% | $200,582-56.2% | $142,382-38.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 109.78% | 46.41%+63.4pp | 42.33%+67.4pp | 217.08%-107.3pp |
| Employer contribution / active EE | $1,846 | $6,841-73.0% | $6,419-71.2% | $4,299-57.1% |
| Participant deferral / active EE | $8,188 | $9,865-17.0% | $9,331-12.3% | $6,507+25.8% |
| Admin fee / account holder | $100 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |