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 7-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 | $35,221 | $159,901-78.0% | $146,958-76.0% | $145,922-75.9% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 14.82% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,351 | $5,286-55.5% | $4,933-52.3% | $4,660-49.5% |
| Participant deferral / active EE | $8,332 | $8,428-1.1% | $8,070+3.2% | $6,688+24.6% |
| Admin fee / account holder | $159 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |