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 6-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 | $41,076 | $99,877-58.9% | $84,966-51.7% | $145,922-71.9% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.2pp | 80.3%+11.4pp |
| Annual return | 22.60% | 83.76%-61.2pp | 66.38%-43.8pp | 561.29%-538.7pp |
| Employer contribution / active EE | $7,951 | $3,231+146.0% | $2,727+191.5% | $4,660+70.6% |
| Participant deferral / active EE | $6,356 | $5,291+20.1% | $4,519+40.6% | $6,688-5.0% |
| Admin fee / account holder | $9 | $7,248-99.9% | $6,149-99.9% | $13,397-99.9% |