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 7-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 | $91,295 | $162,781-43.9% | $133,956-31.8% | $158,922-42.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 233.14% | 41.94%+191.2pp | 45.09%+188.0pp | 302.83%-69.7pp |
| Employer contribution / active EE | $3,165 | $4,975-36.4% | $3,919-19.2% | $4,761-33.5% |
| Participant deferral / active EE | $5,838 | $5,911-1.2% | $5,048+15.7% | $5,982-2.4% |
| Admin fee / account holder | $282 | $11,736-97.6% | $8,927-96.8% | $11,246-97.5% |