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 6-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 | $47,052 | $183,519-74.4% | $155,509-69.7% | $145,922-67.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 21.85% | 61.17%-39.3pp | 64.67%-42.8pp | 561.29%-539.4pp |
| Employer contribution / active EE | $6,643 | $5,313+25.0% | $4,672+42.2% | $4,660+42.6% |
| Participant deferral / active EE | $4,341 | $6,462-32.8% | $5,626-22.8% | $6,688-35.1% |
| Admin fee / account holder | $30 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |