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 | $13,963 | $81,625-82.9% | $58,482-76.1% | $139,434-90.0% |
| Participation rate | 95.8% | 61.3%+34.5pp | 50.9%+45.0pp | 80.3%+15.5pp |
| Annual return | 30.22% | 7404.20%-7374.0pp | 4239.32%-4209.1pp | 372.94%-342.7pp |
| Employer contribution / active EE | $2,804 | $1,398+100.5% | $1,053+166.2% | $4,751-41.0% |
| Participant deferral / active EE | $3,667 | $2,557+43.4% | $1,924+90.6% | $6,710-45.4% |
| Admin fee / account holder | $187 | $3,265-94.3% | $2,516-92.6% | $11,403-98.4% |