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 5-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 | $40,130 | $159,901-74.9% | $146,958-72.7% | $145,922-72.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 15.27% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $4,497 | $5,286-14.9% | $4,933-8.8% | $4,660-3.5% |
| Participant deferral / active EE | $7,583 | $8,428-10.0% | $8,070-6.0% | $6,688+13.4% |
| Admin fee / account holder | $202 | $15,044-98.7% | $12,998-98.4% | $13,397-98.5% |