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 6-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 | $37,591 | $100,773-62.7% | $88,946-57.7% | $142,382-73.6% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 92.78% | 70.18%+22.6pp | 57.82%+35.0pp | 217.08%-124.3pp |
| Employer contribution / active EE | $935 | $2,918-68.0% | $2,555-63.4% | $4,299-78.3% |
| Participant deferral / active EE | $1,848 | $5,230-64.7% | $4,581-59.7% | $6,507-71.6% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |