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 | $44,981 | $74,888-39.9% | $71,209-36.8% | $142,382-68.4% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 16.12% | 345.14%-329.0pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,818 | $2,854-1.3% | $2,721+3.6% | $4,299-34.4% |
| Participant deferral / active EE | $5,012 | $4,454+12.5% | $4,175+20.1% | $6,507-23.0% |
| Admin fee / account holder | $18 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |