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 | $35,144 | $112,096-68.6% | $95,952-63.4% | $158,922-77.9% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 102.20% | 171.09%-68.9pp | 91.61%+10.6pp | 302.83%-200.6pp |
| Employer contribution / active EE | $2,832 | $3,198-11.4% | $2,541+11.5% | $4,761-40.5% |
| Participant deferral / active EE | $6,802 | $4,784+42.2% | $4,167+63.2% | $5,982+13.7% |
| Admin fee / account holder | $188 | $10,130-98.1% | $6,795-97.2% | $11,246-98.3% |