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 | $28,879 | $210,648-86.3% | $177,989-83.8% | $145,922-80.2% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.85% | 385.86%-372.0pp | 294.48%-280.6pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,537 | $4,565-44.4% | $3,949-35.7% | $4,660-45.5% |
| Participant deferral / active EE | $4,048 | $6,958-41.8% | $6,276-35.5% | $6,688-39.5% |
| Admin fee / account holder | $110 | $12,013-99.1% | $10,363-98.9% | $13,397-99.2% |