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 3-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 | $73,567 | $214,378-65.7% | $200,582-63.3% | $142,382-48.3% |
| Participation rate | 72.7% | 87.4%-14.7pp | 86.9%-14.2pp | 80.1%-7.4pp |
| Annual return | 180.17% | 46.41%+133.8pp | 42.33%+137.8pp | 217.08%-36.9pp |
| Employer contribution / active EE | $2,007 | $6,841-70.7% | $6,419-68.7% | $4,299-53.3% |
| Participant deferral / active EE | $10,322 | $9,865+4.6% | $9,331+10.6% | $6,507+58.6% |
| Admin fee / account holder | $228 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |