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 | $23,847 | $175,202-86.4% | $149,673-84.1% | $139,434-82.9% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 247.22% | 166.71%+80.5pp | 134.42%+112.8pp | 372.94%-125.7pp |
| Employer contribution / active EE | $1,804 | $5,474-67.0% | $4,818-62.5% | $4,751-62.0% |
| Participant deferral / active EE | $3,037 | $6,519-53.4% | $5,680-46.5% | $6,710-54.7% |
| Admin fee / account holder | $116 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |