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 | $24,546 | $159,901-84.6% | $146,958-83.3% | $145,922-83.2% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 24.44% | 98.13%-73.7pp | 418.34%-393.9pp | 561.29%-536.8pp |
| Employer contribution / active EE | $1,934 | $5,286-63.4% | $4,933-60.8% | $4,660-58.5% |
| Participant deferral / active EE | $2,597 | $8,428-69.2% | $8,070-67.8% | $6,688-61.2% |
| Admin fee / account holder | $291 | $15,044-98.1% | $12,998-97.8% | $13,397-97.8% |