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 | $8,919 | $72,400-87.7% | $67,502-86.8% | $145,922-93.9% |
| Participation rate | 71.4% | 76.9%-5.4pp | 72.9%-1.4pp | 80.3%-8.8pp |
| Annual return | 1614.25% | 7182.46%-5568.2pp | 3512.12%-1897.9pp | 561.29%+1053.0pp |
| Employer contribution / active EE | $1,961 | $3,069-36.1% | $2,731-28.2% | $4,660-57.9% |
| Participant deferral / active EE | $3,686 | $4,783-22.9% | $4,000-7.8% | $6,688-44.9% |
| Admin fee / account holder | $213 | $5,539-96.2% | $3,998-94.7% | $13,397-98.4% |