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 | $18,404 | $74,888-75.4% | $71,209-74.2% | $142,382-87.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 17.09% | 345.14%-328.0pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,485 | $2,854+22.1% | $2,721+28.1% | $4,299-18.9% |
| Participant deferral / active EE | $3,125 | $4,454-29.8% | $4,175-25.1% | $6,507-52.0% |
| Admin fee / account holder | $44 | $5,568-99.2% | $5,349-99.2% | $12,624-99.7% |