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 4-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 | $22,988 | $159,901-85.6% | $146,958-84.4% | $145,922-84.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 18.50% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.8pp |
| Employer contribution / active EE | $1,434 | $5,286-72.9% | $4,933-70.9% | $4,660-69.2% |
| Participant deferral / active EE | $7,600 | $8,428-9.8% | $8,070-5.8% | $6,688+13.6% |
| Admin fee / account holder | $80 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |