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 | $40,992 | $108,919-62.4% | $100,391-59.2% | $145,922-71.9% |
| Participation rate | 78.6% | 82.9%-4.4pp | 81.5%-2.9pp | 80.3%-1.7pp |
| Annual return | 19.44% | 57.88%-38.4pp | 49.20%-29.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,347 | $4,419-24.3% | $3,942-15.1% | $4,660-28.2% |
| Participant deferral / active EE | $8,066 | $8,445-4.5% | $8,082-0.2% | $6,688+20.6% |
| Admin fee / account holder | $17 | $9,689-99.8% | $7,899-99.8% | $13,397-99.9% |