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 6-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 | $36,022 | $217,402-83.4% | $185,823-80.6% | $167,490-78.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.41% | 148.36%-116.0pp | 122.05%-89.6pp | 478.56%-446.2pp |
| Employer contribution / active EE | $1,464 | $5,873-75.1% | $5,167-71.7% | $4,837-69.7% |
| Participant deferral / active EE | $13,742 | $6,356+116.2% | $5,568+146.8% | $6,341+116.7% |
| Admin fee / account holder | $144 | $19,811-99.3% | $16,237-99.1% | $12,309-98.8% |