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 | $45,563 | $98,750-53.9% | $149,696-69.6% | $79,858-42.9% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.5%-11.9pp | 69.6%+1.0pp |
| Annual return | 243.18% | 27.43%+215.8pp | 276.60%-33.4pp | 31.71%+211.5pp |
| Employer contribution / active EE | $2,604 | $3,216-19.0% | $4,644-43.9% | $2,471+5.4% |
| Participant deferral / active EE | $5,287 | $5,680-6.9% | $6,842-22.7% | $3,740+41.4% |
| Admin fee / account holder | $219 | $6,053-96.4% | $9,309-97.6% | $5,306-95.9% |