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 | $49,640 | $157,256-68.4% | $141,162-64.8% | $152,861-67.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 35.95% | 64.32%-28.4pp | 71.39%-35.4pp | 345.32%-309.4pp |
| Employer contribution / active EE | $4,995 | $5,261-5.1% | $4,735+5.5% | $4,762+4.9% |
| Participant deferral / active EE | $10,984 | $7,109+54.5% | $6,709+63.7% | $5,850+87.8% |
| Admin fee / account holder | $148 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |