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 6-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 | $19,182 | $124,185-84.6% | $108,410-82.3% | $167,490-88.5% |
| Participation rate | 83.3% | 82.3%+1.1pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 12.17% | 1379.64%-1367.5pp | 905.27%-893.1pp | 478.56%-466.4pp |
| Employer contribution / active EE | $12,060 | $4,187+188.1% | $3,558+238.9% | $4,837+149.3% |
| Participant deferral / active EE | $3,574 | $6,908-48.3% | $6,563-45.5% | $6,341-43.6% |
| Admin fee / account holder | $265 | $9,455-97.2% | $7,295-96.4% | $12,309-97.8% |