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 10-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 | $19,261 | $169,032-88.6% | $129,207-85.1% | $145,922-86.8% |
| Participation rate | 82.4% | 76.4%+5.9pp | 69.6%+12.7pp | 80.3%+2.1pp |
| Annual return | 12.15% | 14330.11%-14318.0pp | 9417.33%-9405.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,282 | $5,537-40.7% | $4,153-21.0% | $4,660-29.6% |
| Participant deferral / active EE | $2,016 | $4,987-59.6% | $4,168-51.6% | $6,688-69.8% |
| Admin fee / account holder | $128 | $9,954-98.7% | $7,715-98.3% | $13,397-99.0% |