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 7-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 | $34,788 | $74,888-53.5% | $71,209-51.1% | $142,382-75.6% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 17.67% | 345.14%-327.5pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,990 | $2,854+39.8% | $2,721+46.6% | $4,299-7.2% |
| Participant deferral / active EE | $3,648 | $4,454-18.1% | $4,175-12.6% | $6,507-43.9% |
| Admin fee / account holder | $67 | $5,568-98.8% | $5,349-98.8% | $12,624-99.5% |