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 4-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 | $22,552 | $93,571-75.9% | $135,903-83.4% | $75,163-70.0% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 1069.90% | 30.90%+1039.0pp | 68.23%+1001.7pp | 160.62%+909.3pp |
| Employer contribution / active EE | $4,242 | $3,537+20.0% | $4,856-12.6% | $2,670+58.9% |
| Participant deferral / active EE | $6,957 | $6,404+8.6% | $7,758-10.3% | $4,125+68.7% |
| Admin fee / account holder | $15 | $6,975-99.8% | $10,762-99.9% | $5,651-99.7% |