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 8-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 | $36,421 | $86,286-57.8% | $111,297-67.3% | $85,850-57.6% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 257.88% | 19.99%+237.9pp | 54.65%+203.2pp | 318.53%-60.7pp |
| Employer contribution / active EE | $1,739 | $2,043-14.9% | $2,731-36.3% | $2,565-32.2% |
| Participant deferral / active EE | $3,527 | $3,641-3.1% | $4,487-21.4% | $3,952-10.7% |
| Admin fee / account holder | $258 | $8,188-96.9% | $7,964-96.8% | $6,260-95.9% |