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 | $22,833 | $70,606-67.7% | $53,898-57.6% | $142,382-84.0% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 23.39% | 619.81%-596.4pp | 528.60%-505.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,540 | $1,202+28.1% | $932+65.2% | $4,299-64.2% |
| Participant deferral / active EE | $4,348 | $2,364+83.9% | $1,826+138.1% | $6,507-33.2% |
| Admin fee / account holder | $200 | $2,852-93.0% | $2,491-92.0% | $12,624-98.4% |