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 | $5,499 | $76,738-92.8% | $56,411-90.3% | $145,922-96.2% |
| Participation rate | 95.7% | 63.2%+32.4pp | 52.5%+43.2pp | 80.3%+15.4pp |
| Annual return | 17.23% | 2994.23%-2977.0pp | 1701.33%-1684.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,137 | $1,380-17.6% | $1,039+9.4% | $4,660-75.6% |
| Participant deferral / active EE | $1,917 | $2,623-26.9% | $1,952-1.8% | $6,688-71.3% |
| Admin fee / account holder | $182 | $3,334-94.5% | $2,829-93.6% | $13,397-98.6% |