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 9-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 | $33,561 | $159,901-79.0% | $146,958-77.2% | $145,922-77.0% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 17.89% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,672 | $5,286-49.4% | $4,933-45.8% | $4,660-42.7% |
| Participant deferral / active EE | $2,955 | $8,428-64.9% | $8,070-63.4% | $6,688-55.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |