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 | $6,239 | $158,398-96.1% | $126,539-95.1% | $142,382-95.6% |
| Participation rate | 73.9% | 75.8%-1.9pp | 69.8%+4.1pp | 80.1%-6.2pp |
| Annual return | 589.58% | 593.76%-4.2pp | 425.95%+163.6pp | 217.08%+372.5pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,514 | $4,767-5.3% | $4,083+10.6% | $6,507-30.6% |
| Admin fee / account holder | $169 | $6,918-97.6% | $6,065-97.2% | $12,624-98.7% |