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 | $37,754 | $133,922-71.8% | $116,228-67.5% | $142,382-73.5% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 12.87% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,883 | $3,446-45.3% | $2,994-37.1% | $4,299-56.2% |
| Participant deferral / active EE | $8,324 | $5,672+46.8% | $4,953+68.1% | $6,507+27.9% |
| Admin fee / account holder | $10 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |