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 | $45,866 | $183,963-75.1% | $162,163-71.7% | $152,861-70.0% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 26.71% | 150.76%-124.1pp | 115.59%-88.9pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,581 | $6,371-59.5% | $5,614-54.0% | $4,762-45.8% |
| Participant deferral / active EE | $10,696 | $8,034+33.1% | $7,298+46.6% | $5,850+82.8% |
| Admin fee / account holder | $19 | $13,121-99.9% | $10,843-99.8% | $11,596-99.8% |