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 | $48,352 | $53,516-9.6% | $126,539-61.8% | $84,808-43.0% |
| Participation rate | 80.6% | 58.2%+22.4pp | 69.8%+10.8pp | 68.3%+12.3pp |
| Annual return | 23.49% | 58.34%-34.8pp | 425.95%-402.5pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,625 | $1,535+71.1% | $3,674-28.5% | $2,631-0.2% |
| Participant deferral / active EE | $4,575 | $2,671+71.3% | $4,083+12.1% | $4,212+8.6% |
| Admin fee / account holder | $251 | $4,497-94.4% | $6,065-95.9% | $7,344-96.6% |