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 6-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 | $37,114 | $74,888-50.4% | $71,209-47.9% | $142,382-73.9% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 15.79% | 345.14%-329.4pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,415 | $2,854-15.4% | $2,721-11.2% | $4,299-43.8% |
| Participant deferral / active EE | $4,386 | $4,454-1.5% | $4,175+5.0% | $6,507-32.6% |
| Admin fee / account holder | $57 | $5,568-99.0% | $5,349-98.9% | $12,624-99.5% |