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 | $35,995 | $183,519-80.4% | $155,509-76.9% | $145,922-75.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.09% | 61.17%-51.1pp | 64.67%-54.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,747 | $5,313-67.1% | $4,672-62.6% | $4,660-62.5% |
| Participant deferral / active EE | $13,047 | $6,462+101.9% | $5,626+131.9% | $6,688+95.1% |
| Admin fee / account holder | $144 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |