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 | $43,478 | $104,106-58.2% | $71,086-38.8% | $135,375-67.9% |
| Participation rate | 87.5% | 65.7%+21.8pp | 54.7%+32.8pp | 82.6%+4.9pp |
| Annual return | 12.51% | 1256.30%-1243.8pp | 650.59%-638.1pp | 519.73%-507.2pp |
| Employer contribution / active EE | $1,541 | $1,485+3.8% | $1,088+41.7% | $4,779-67.8% |
| Participant deferral / active EE | $2,778 | $2,527+9.9% | $1,874+48.2% | $5,609-50.5% |
| Admin fee / account holder | $177 | $4,142-95.7% | $3,082-94.3% | $10,827-98.4% |