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 3-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 | $53,814 | $177,572-69.7% | $154,803-65.2% | $142,382-62.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 109.44% | 65.07%+44.4pp | 58.88%+50.6pp | 217.08%-107.6pp |
| Employer contribution / active EE | $4,885 | $4,810+1.6% | $4,305+13.5% | $4,299+13.6% |
| Participant deferral / active EE | $11,875 | $6,272+89.3% | $5,540+114.3% | $6,507+82.5% |
| Admin fee / account holder | $243 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |