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 | $45,717 | $209,411-78.2% | $178,490-74.4% | $158,922-71.2% |
| Participation rate | 78.9% | 86.3%-7.4pp | 81.9%-3.0pp | 82.0%-3.0pp |
| Annual return | 63.85% | 188.75%-124.9pp | 151.07%-87.2pp | 302.83%-239.0pp |
| Employer contribution / active EE | $2,060 | $5,706-63.9% | $5,011-58.9% | $4,761-56.7% |
| Participant deferral / active EE | $5,936 | $5,954-0.3% | $5,202+14.1% | $5,982-0.8% |
| Admin fee / account holder | $136 | $17,074-99.2% | $13,984-99.0% | $11,246-98.8% |