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 8-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 | $17,847 | $185,200-90.4% | $142,863-87.5% | $167,490-89.3% |
| Participation rate | 80.0% | 78.4%+1.6pp | 71.9%+8.1pp | 82.1%-2.1pp |
| Annual return | 26.94% | 8555.70%-8528.8pp | 5637.54%-5610.6pp | 478.56%-451.6pp |
| Employer contribution / active EE | $3,526 | $5,604-37.1% | $4,144-14.9% | $4,837-27.1% |
| Participant deferral / active EE | $5,261 | $4,494+17.1% | $3,837+37.1% | $6,341-17.0% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |