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 | $40,401 | $96,635-58.2% | $86,612-53.4% | $139,434-71.0% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 21.36% | 106.41%-85.1pp | 591.07%-569.7pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,915 | $3,263+20.0% | $3,022+29.5% | $4,751-17.6% |
| Participant deferral / active EE | $6,690 | $4,836+38.3% | $4,438+50.7% | $6,710-0.3% |
| Admin fee / account holder | $137 | $6,408-97.9% | $5,614-97.6% | $11,403-98.8% |