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 | $40,288 | $52,279-22.9% | $89,391-54.9% | $79,858-49.5% |
| Participation rate | 81.3% | 57.5%+23.7pp | 68.0%+13.3pp | 69.6%+11.6pp |
| Annual return | 41.90% | 22.16%+19.7pp | 245.62%-203.7pp | 31.71%+10.2pp |
| Employer contribution / active EE | $2,535 | $1,572+61.3% | $2,586-1.9% | $2,471+2.6% |
| Participant deferral / active EE | $5,788 | $2,740+111.2% | $3,890+48.8% | $3,740+54.8% |
| Admin fee / account holder | $207 | $3,356-93.8% | $4,881-95.8% | $5,306-96.1% |