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 | $128,872 | $158,398-18.6% | $126,539+1.8% | $142,382-9.5% |
| Participation rate | 72.7% | 75.8%-3.1pp | 69.8%+2.9pp | 80.1%-7.4pp |
| Annual return | 255.33% | 593.76%-338.4pp | 425.95%-170.6pp | 217.08%+38.3pp |
| Employer contribution / active EE | $2,677 | $4,650-42.4% | $3,674-27.1% | $4,299-37.7% |
| Participant deferral / active EE | $7,331 | $4,767+53.8% | $4,083+79.6% | $6,507+12.7% |
| Admin fee / account holder | $197 | $6,918-97.1% | $6,065-96.7% | $12,624-98.4% |