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 9-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 | $52,211 | $157,256-66.8% | $141,162-63.0% | $152,861-65.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 34.10% | 64.32%-30.2pp | 71.39%-37.3pp | 345.32%-311.2pp |
| Employer contribution / active EE | $4,769 | $5,261-9.4% | $4,735+0.7% | $4,762+0.1% |
| Participant deferral / active EE | $8,599 | $7,109+21.0% | $6,709+28.2% | $5,850+47.0% |
| Admin fee / account holder | $156 | $12,120-98.7% | $10,261-98.5% | $11,596-98.7% |