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 | $56,300 | $159,901-64.8% | $146,958-61.7% | $145,922-61.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 18.99% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,147 | $5,286-40.5% | $4,933-36.2% | $4,660-32.5% |
| Participant deferral / active EE | $13,720 | $8,428+62.8% | $8,070+70.0% | $6,688+105.2% |
| Admin fee / account holder | $8 | $15,044-100.0% | $12,998-99.9% | $13,397-99.9% |