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 | $37,117 | $202,318-81.7% | $172,739-78.5% | $152,861-75.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 28.97% | 1029.65%-1000.7pp | 802.84%-773.9pp | 345.32%-316.3pp |
| Employer contribution / active EE | $1,985 | $5,856-66.1% | $5,143-61.4% | $4,762-58.3% |
| Participant deferral / active EE | $7,145 | $5,948+20.1% | $5,198+37.5% | $5,850+22.1% |
| Admin fee / account holder | $124 | $17,109-99.3% | $13,954-99.1% | $11,596-98.9% |