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 | $79,005 | $111,724-29.3% | $93,606-15.6% | $145,922-45.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 11.22% | 202.98%-191.8pp | 133.20%-122.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,488 | $3,090+12.9% | $2,420+44.1% | $4,660-25.1% |
| Participant deferral / active EE | $10,545 | $4,912+114.7% | $4,411+139.0% | $6,688+57.7% |
| Admin fee / account holder | $19 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |