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 9-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 | $73,222 | $175,202-58.2% | $149,673-51.1% | $139,434-47.5% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 15.73% | 166.71%-151.0pp | 134.42%-118.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,552 | $5,474-53.4% | $4,818-47.0% | $4,751-46.3% |
| Participant deferral / active EE | $8,461 | $6,519+29.8% | $5,680+49.0% | $6,710+26.1% |
| Admin fee / account holder | $272 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |