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 4-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 | $22,468 | $81,248-72.3% | $155,509-85.6% | $80,856-72.2% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 708.00% | 33.31%+674.7pp | 64.67%+643.3pp | 35.59%+672.4pp |
| Employer contribution / active EE | $820 | $3,100-73.5% | $4,672-82.4% | $2,755-70.2% |
| Participant deferral / active EE | $1,904 | $3,452-44.8% | $5,626-66.2% | $4,296-55.7% |
| Admin fee / account holder | $189 | $7,997-97.6% | $15,912-98.8% | $6,918-97.3% |