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 | $34,135 | $226,064-84.9% | $182,532-81.3% | $152,861-77.7% |
| Participation rate | 95.8% | 82.5%+13.4pp | 78.0%+17.9pp | 82.4%+13.4pp |
| Annual return | 27.22% | 192.51%-165.3pp | 148.54%-121.3pp | 345.32%-318.1pp |
| Employer contribution / active EE | $5,194 | $4,978+4.3% | $4,076+27.4% | $4,762+9.1% |
| Participant deferral / active EE | $5,721 | $6,368-10.2% | $5,524+3.6% | $5,850-2.2% |
| Admin fee / account holder | $99 | $10,703-99.1% | $8,592-98.8% | $11,596-99.1% |