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 | $72,407 | $107,334-32.5% | $92,893-22.1% | $152,861-52.6% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 24.15% | 145.58%-121.4pp | 109.41%-85.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,449 | $4,221-42.0% | $3,653-33.0% | $4,762-48.6% |
| Participant deferral / active EE | $4,406 | $4,845-9.1% | $4,236+4.0% | $5,850-24.7% |
| Admin fee / account holder | $164 | $7,079-97.7% | $5,794-97.2% | $11,596-98.6% |