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 | $22,674 | $111,754-79.7% | $103,333-78.1% | $145,922-84.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 108.74% | 24.77%+84.0pp | 24.88%+83.9pp | 561.29%-452.5pp |
| Employer contribution / active EE | $3,769 | $4,212-10.5% | $3,868-2.6% | $4,660-19.1% |
| Participant deferral / active EE | $4,045 | $5,619-28.0% | $5,057-20.0% | $6,688-39.5% |
| Admin fee / account holder | $8 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |