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 9-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 | $28,327 | $72,492-60.9% | $87,100-67.5% | $72,985-61.2% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.4pp |
| Annual return | 399.90% | 24.46%+375.4pp | 28.19%+371.7pp | 81.00%+318.9pp |
| Employer contribution / active EE | $2,013 | $1,894+6.3% | $2,521-20.2% | $2,440-17.5% |
| Participant deferral / active EE | $3,889 | $3,270+18.9% | $4,049-3.9% | $3,607+7.8% |
| Admin fee / account holder | $273 | $5,055-94.6% | $7,497-96.4% | $5,124-94.7% |