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 | $68,100 | $102,604-33.6% | $86,188-21.0% | $139,434-51.2% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.0%+1.0pp | 80.3%-10.3pp |
| Annual return | 29.39% | 1922.51%-1893.1pp | 1168.45%-1139.1pp | 372.94%-343.5pp |
| Employer contribution / active EE | $4,935 | $3,032+62.7% | $2,380+107.3% | $4,751+3.9% |
| Participant deferral / active EE | $3,879 | $4,676-17.0% | $3,985-2.7% | $6,710-42.2% |
| Admin fee / account holder | $298 | $8,657-96.6% | $6,852-95.7% | $11,403-97.4% |