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 | $35,635 | $70,606-49.5% | $53,898-33.9% | $142,382-75.0% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 19.79% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,429 | $1,202+18.9% | $932+53.3% | $4,299-66.8% |
| Participant deferral / active EE | $8,665 | $2,364+266.6% | $1,826+374.5% | $6,507+33.2% |
| Admin fee / account holder | $215 | $2,852-92.5% | $2,491-91.4% | $12,624-98.3% |