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 | $17,686 | $88,751-80.1% | $81,812-78.4% | $145,922-87.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 10.66% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,464 | $3,083-20.1% | $2,912-15.4% | $4,660-47.1% |
| Participant deferral / active EE | $4,264 | $4,643-8.2% | $4,319-1.3% | $6,688-36.2% |
| Admin fee / account holder | $206 | $8,415-97.6% | $7,386-97.2% | $13,397-98.5% |