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 | $40,371 | $148,534-72.8% | $135,903-70.3% | $139,434-71.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 73.30% | 79.19%-5.9pp | 68.23%+5.1pp | 372.94%-299.6pp |
| Employer contribution / active EE | $10,517 | $5,243+100.6% | $4,856+116.6% | $4,751+121.4% |
| Participant deferral / active EE | $8,266 | $8,100+2.1% | $7,758+6.6% | $6,710+23.2% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |