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 | $61,674 | $107,334-42.5% | $92,893-33.6% | $152,861-59.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 253.34% | 145.58%+107.8pp | 109.41%+143.9pp | 345.32%-92.0pp |
| Employer contribution / active EE | $2,235 | $4,221-47.1% | $3,653-38.8% | $4,762-53.1% |
| Participant deferral / active EE | $7,465 | $4,845+54.1% | $4,236+76.2% | $5,850+27.6% |
| Admin fee / account holder | $15 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |