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 | $37,728 | $228,332-83.5% | $185,823-79.7% | $158,922-76.3% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 105.57% | 40.80%+64.8pp | 35.95%+69.6pp | 302.83%-197.3pp |
| Employer contribution / active EE | $1,237 | $4,967-75.1% | $4,087-69.7% | $4,761-74.0% |
| Participant deferral / active EE | $11,661 | $6,415+81.8% | $5,632+107.0% | $5,982+94.9% |
| Admin fee / account holder | $104 | $11,864-99.1% | $9,500-98.9% | $11,246-99.1% |