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 | $35,189 | $162,781-78.4% | $133,956-73.7% | $158,922-77.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 2266.28% | 41.94%+2224.3pp | 45.09%+2221.2pp | 302.83%+1963.5pp |
| Employer contribution / active EE | $2,320 | $4,975-53.4% | $3,919-40.8% | $4,761-51.3% |
| Participant deferral / active EE | $2,320 | $5,911-60.8% | $5,048-54.0% | $5,982-61.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |