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 3-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 | $34,849 | $159,901-78.2% | $146,958-76.3% | $145,922-76.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 12.83% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,731 | $5,286-67.3% | $4,933-64.9% | $4,660-62.8% |
| Participant deferral / active EE | $5,734 | $8,428-32.0% | $8,070-28.9% | $6,688-14.3% |
| Admin fee / account holder | $76 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |