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 | $19,394 | $107,334-81.9% | $92,893-79.1% | $152,861-87.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 47.26% | 145.58%-98.3pp | 109.41%-62.2pp | 345.32%-298.1pp |
| Employer contribution / active EE | $8,347 | $4,221+97.8% | $3,653+128.5% | $4,762+75.3% |
| Participant deferral / active EE | $8,571 | $4,845+76.9% | $4,236+102.3% | $5,850+46.5% |
| Admin fee / account holder | $178 | $7,079-97.5% | $5,794-96.9% | $11,596-98.5% |