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 9-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 | $34,268 | $90,600-62.2% | $79,464-56.9% | $135,375-74.7% |
| Participation rate | 95.8% | 76.0%+19.8pp | 73.3%+22.5pp | 82.6%+13.2pp |
| Annual return | 9.31% | 977.43%-968.1pp | 718.14%-708.8pp | 519.73%-510.4pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,920 | $4,050-52.6% | $3,704-48.2% | $5,609-65.8% |
| Admin fee / account holder | $265 | $5,907-95.5% | $5,113-94.8% | $10,827-97.6% |