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 3-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 | $18,403 | $159,901-88.5% | $146,958-87.5% | $145,922-87.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 25.75% | 98.13%-72.4pp | 418.34%-392.6pp | 561.29%-535.5pp |
| Employer contribution / active EE | $3,208 | $5,286-39.3% | $4,933-35.0% | $4,660-31.2% |
| Participant deferral / active EE | $8,258 | $8,428-2.0% | $8,070+2.3% | $6,688+23.5% |
| Admin fee / account holder | $44 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |