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 | $9,304 | $169,032-94.5% | $129,207-92.8% | $145,922-93.6% |
| Participation rate | 81.8% | 76.4%+5.4pp | 69.6%+12.2pp | 80.3%+1.5pp |
| Annual return | 19.12% | 14330.11%-14311.0pp | 9417.33%-9398.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,538 | $5,537-72.2% | $4,153-63.0% | $4,660-67.0% |
| Participant deferral / active EE | $3,033 | $4,987-39.2% | $4,168-27.2% | $6,688-54.7% |
| Admin fee / account holder | $163 | $9,954-98.4% | $7,715-97.9% | $13,397-98.8% |