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 6-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 | $38,399 | $183,519-79.1% | $155,509-75.3% | $145,922-73.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.21% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,914 | $5,313-45.1% | $4,672-37.6% | $4,660-37.5% |
| Participant deferral / active EE | $8,980 | $6,462+39.0% | $5,626+59.6% | $6,688+34.3% |
| Admin fee / account holder | $212 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |