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 | $23,444 | $88,751-73.6% | $81,812-71.3% | $145,922-83.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 19.14% | 1025.40%-1006.3pp | 773.79%-754.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,043 | $3,083-33.7% | $2,912-29.9% | $4,660-56.2% |
| Participant deferral / active EE | $5,861 | $4,643+26.2% | $4,319+35.7% | $6,688-12.4% |
| Admin fee / account holder | $37 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |