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 9-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 | $40,262 | $159,901-74.8% | $146,958-72.6% | $145,922-72.4% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 17.11% | 98.13%-81.0pp | 418.34%-401.2pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,455 | $5,286-72.5% | $4,933-70.5% | $4,660-68.8% |
| Participant deferral / active EE | $3,449 | $8,428-59.1% | $8,070-57.3% | $6,688-48.4% |
| Admin fee / account holder | $177 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |