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 | $9,915 | $54,705-81.9% | $71,209-86.1% | $84,808-88.3% |
| Participation rate | 93.8% | 64.1%+29.7pp | 73.8%+20.0pp | 68.3%+25.4pp |
| Annual return | 30.04% | 35.90%-5.9pp | 282.51%-252.5pp | 40.90%-10.9pp |
| Employer contribution / active EE | $2,786 | $2,158+29.1% | $2,721+2.4% | $2,631+5.9% |
| Participant deferral / active EE | $3,353 | $3,030+10.6% | $4,175-19.7% | $4,212-20.4% |
| Admin fee / account holder | $82 | $4,863-98.3% | $5,349-98.5% | $7,344-98.9% |