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 | $11,955 | $158,398-92.5% | $126,539-90.6% | $142,382-91.6% |
| Participation rate | 92.3% | 75.8%+16.5pp | 69.8%+22.5pp | 80.1%+12.2pp |
| Annual return | 22.95% | 593.76%-570.8pp | 425.95%-403.0pp | 217.08%-194.1pp |
| Employer contribution / active EE | $1,374 | $4,650-70.5% | $3,674-62.6% | $4,299-68.0% |
| Participant deferral / active EE | $1,759 | $4,767-63.1% | $4,083-56.9% | $6,507-73.0% |
| Admin fee / account holder | $189 | $6,918-97.3% | $6,065-96.9% | $12,624-98.5% |