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 | $65,360 | $159,602-59.0% | $150,045-56.4% | $142,382-54.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 284.93% | 70.24%+214.7pp | 62.55%+222.4pp | 217.08%+67.9pp |
| Employer contribution / active EE | $2,136 | $4,961-56.9% | $4,693-54.5% | $4,299-50.3% |
| Participant deferral / active EE | $6,295 | $8,310-24.2% | $7,997-21.3% | $6,507-3.3% |
| Admin fee / account holder | $40 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |