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 | $39,320 | $159,602-75.4% | $150,045-73.8% | $142,382-72.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 519.02% | 70.24%+448.8pp | 62.55%+456.5pp | 217.08%+301.9pp |
| Employer contribution / active EE | $2,714 | $4,961-45.3% | $4,693-42.2% | $4,299-36.9% |
| Participant deferral / active EE | $3,421 | $8,310-58.8% | $7,997-57.2% | $6,507-47.4% |
| Admin fee / account holder | $159 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |