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 | $47,731 | $74,888-36.3% | $71,209-33.0% | $142,382-66.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 20.87% | 345.14%-324.3pp | 282.51%-261.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $6,987 | $2,854+144.8% | $2,721+156.8% | $4,299+62.5% |
| Participant deferral / active EE | $7,964 | $4,454+78.8% | $4,175+90.7% | $6,507+22.4% |
| Admin fee / account holder | $164 | $5,568-97.1% | $5,349-96.9% | $12,624-98.7% |