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 4-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 | $23,363 | $74,888-68.8% | $71,209-67.2% | $142,382-83.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.45% | 345.14%-321.7pp | 282.51%-259.1pp | 217.08%-193.6pp |
| Employer contribution / active EE | $5,951 | $2,854+108.5% | $2,721+118.7% | $4,299+38.4% |
| Participant deferral / active EE | $6,986 | $4,454+56.8% | $4,175+67.3% | $6,507+7.4% |
| Admin fee / account holder | $272 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |