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 4-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 | $29,698 | $159,901-81.4% | $146,958-79.8% | $145,922-79.6% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.86% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,569 | $5,286-70.3% | $4,933-68.2% | $4,660-66.3% |
| Participant deferral / active EE | $2,781 | $8,428-67.0% | $8,070-65.5% | $6,688-58.4% |
| Admin fee / account holder | $111 | $15,044-99.3% | $12,998-99.1% | $13,397-99.2% |