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 | $34,085 | $111,724-69.5% | $93,606-63.6% | $145,922-76.6% |
| Participation rate | 95.5% | 74.2%+21.2pp | 68.7%+26.7pp | 80.3%+15.2pp |
| Annual return | 16.87% | 202.98%-186.1pp | 133.20%-116.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,091 | $3,090-64.7% | $2,420-54.9% | $4,660-76.6% |
| Participant deferral / active EE | $2,112 | $4,912-57.0% | $4,411-52.1% | $6,688-68.4% |
| Admin fee / account holder | $21 | $10,250-99.8% | $8,285-99.8% | $13,397-99.8% |