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 10-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 | $36,721 | $107,334-65.8% | $92,893-60.5% | $152,861-76.0% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 38.00% | 145.58%-107.6pp | 109.41%-71.4pp | 345.32%-307.3pp |
| Employer contribution / active EE | $1,953 | $4,221-53.7% | $3,653-46.5% | $4,762-59.0% |
| Participant deferral / active EE | $4,572 | $4,845-5.6% | $4,236+7.9% | $5,850-21.9% |
| Admin fee / account holder | $203 | $7,079-97.1% | $5,794-96.5% | $11,596-98.2% |