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 | $56,078 | $148,534-62.2% | $135,903-58.7% | $139,434-59.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.40% | 79.19%-49.8pp | 68.23%-38.8pp | 372.94%-343.5pp |
| Employer contribution / active EE | $5,320 | $5,243+1.5% | $4,856+9.6% | $4,751+12.0% |
| Participant deferral / active EE | $7,980 | $8,100-1.5% | $7,758+2.9% | $6,710+18.9% |
| Admin fee / account holder | $209 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |