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 10-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 | $20,638 | $108,919-81.1% | $100,391-79.4% | $145,922-85.9% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 14.29% | 57.88%-43.6pp | 49.20%-34.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,772 | $4,419-37.3% | $3,942-29.7% | $4,660-40.5% |
| Participant deferral / active EE | $4,537 | $8,445-46.3% | $8,082-43.9% | $6,688-32.2% |
| Admin fee / account holder | $4 | $9,689-100.0% | $7,899-99.9% | $13,397-100.0% |