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 9-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 | $37,113 | $102,966-64.0% | $90,281-58.9% | $152,861-75.7% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.4%+5.8pp |
| Annual return | 25.09% | 95.16%-70.1pp | 78.10%-53.0pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,474 | $3,139-21.2% | $2,854-13.3% | $4,762-48.0% |
| Participant deferral / active EE | $6,685 | $4,281+56.1% | $3,885+72.1% | $5,850+14.3% |
| Admin fee / account holder | $204 | $6,171-96.7% | $5,351-96.2% | $11,596-98.2% |