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 4-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 | $78,566 | $158,398-50.4% | $126,539-37.9% | $142,382-44.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 21.30% | 593.76%-572.5pp | 425.95%-404.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $5,243 | $4,650+12.8% | $3,674+42.7% | $4,299+22.0% |
| Participant deferral / active EE | $6,671 | $4,767+39.9% | $4,083+63.4% | $6,507+2.5% |
| Admin fee / account holder | $125 | $6,918-98.2% | $6,065-97.9% | $12,624-99.0% |