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 | $36,946 | $159,901-76.9% | $146,958-74.9% | $145,922-74.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 10.52% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,024 | $5,286-61.7% | $4,933-59.0% | $4,660-56.6% |
| Participant deferral / active EE | $12,048 | $8,428+42.9% | $8,070+49.3% | $6,688+80.1% |
| Admin fee / account holder | $207 | $15,044-98.6% | $12,998-98.4% | $13,397-98.5% |