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 | $98,033 | $159,901-38.7% | $146,958-33.3% | $145,922-32.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 19.39% | 98.13%-78.7pp | 418.34%-399.0pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,460 | $5,286-53.5% | $4,933-50.1% | $4,660-47.2% |
| Participant deferral / active EE | $8,130 | $8,428-3.5% | $8,070+0.7% | $6,688+21.6% |
| Admin fee / account holder | $33 | $15,044-99.8% | $12,998-99.7% | $13,397-99.8% |