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 | $54,823 | $176,056-68.9% | $159,436-65.6% | $167,490-67.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.83% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,648 | $5,297-50.0% | $4,829-45.2% | $4,837-45.3% |
| Participant deferral / active EE | $8,677 | $7,750+12.0% | $7,352+18.0% | $6,341+36.8% |
| Admin fee / account holder | $210 | $12,554-98.3% | $10,799-98.1% | $12,309-98.3% |