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 | $21,310 | $138,044-84.6% | $125,339-83.0% | $134,475-84.2% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | 117.53% | 750.33%-632.8pp | 572.05%-454.5pp | 417.96%-300.4pp |
| Employer contribution / active EE | $5,980 | $5,243+14.0% | $4,814+24.2% | $4,740+26.2% |
| Participant deferral / active EE | $13,570 | $7,799+74.0% | $7,446+82.2% | $6,400+112.0% |
| Admin fee / account holder | $168 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |