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 | $28,855 | $88,751-67.5% | $81,812-64.7% | $145,922-80.2% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.3%+4.1pp | 80.3%-3.8pp |
| Annual return | 19.31% | 1025.40%-1006.1pp | 773.79%-754.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,539 | $3,083-17.7% | $2,912-12.8% | $4,660-45.5% |
| Participant deferral / active EE | $7,353 | $4,643+58.4% | $4,319+70.3% | $6,688+10.0% |
| Admin fee / account holder | $109 | $8,415-98.7% | $7,386-98.5% | $13,397-99.2% |