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 | $20,229 | $159,901-87.3% | $146,958-86.2% | $145,922-86.1% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 13.49% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,761 | $5,286-66.7% | $4,933-64.3% | $4,660-62.2% |
| Participant deferral / active EE | $3,733 | $8,428-55.7% | $8,070-53.7% | $6,688-44.2% |
| Admin fee / account holder | $244 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |