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 | $41,042 | $209,411-80.4% | $178,490-77.0% | $158,922-74.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 29.17% | 188.75%-159.6pp | 151.07%-121.9pp | 302.83%-273.7pp |
| Employer contribution / active EE | $6,676 | $5,706+17.0% | $5,011+33.2% | $4,761+40.2% |
| Participant deferral / active EE | $4,740 | $5,954-20.4% | $5,202-8.9% | $5,982-20.8% |
| Admin fee / account holder | $89 | $17,074-99.5% | $13,984-99.4% | $11,246-99.2% |