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 | $36,841 | $158,398-76.7% | $126,539-70.9% | $142,382-74.1% |
| Participation rate | 95.5% | 75.8%+19.6pp | 69.8%+25.6pp | 80.1%+15.3pp |
| Annual return | 19.15% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,702 | $4,650-63.4% | $3,674-53.7% | $4,299-60.4% |
| Participant deferral / active EE | $2,881 | $4,767-39.6% | $4,083-29.4% | $6,507-55.7% |
| Admin fee / account holder | $242 | $6,918-96.5% | $6,065-96.0% | $12,624-98.1% |