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 5-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 | $37,823 | $159,901-76.3% | $146,958-74.3% | $145,922-74.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 12.75% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,247 | $5,286-38.6% | $4,933-34.2% | $4,660-30.3% |
| Participant deferral / active EE | $7,805 | $8,428-7.4% | $8,070-3.3% | $6,688+16.7% |
| Admin fee / account holder | $199 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |