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 | $18,073 | $175,202-89.7% | $149,673-87.9% | $139,434-87.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 60.72% | 166.71%-106.0pp | 134.42%-73.7pp | 372.94%-312.2pp |
| Employer contribution / active EE | $2,161 | $5,474-60.5% | $4,818-55.1% | $4,751-54.5% |
| Participant deferral / active EE | $5,014 | $6,519-23.1% | $5,680-11.7% | $6,710-25.3% |
| Admin fee / account holder | $64 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |