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 | $44,330 | $70,606-37.2% | $53,898-17.8% | $142,382-68.9% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 20.56% | 619.81%-599.3pp | 528.60%-508.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,428 | $1,202+18.8% | $932+53.2% | $4,299-66.8% |
| Participant deferral / active EE | $5,464 | $2,364+131.1% | $1,826+199.2% | $6,507-16.0% |
| Admin fee / account holder | $198 | $2,852-93.0% | $2,491-92.0% | $12,624-98.4% |