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 | $21,824 | $77,899-72.0% | $149,673-85.4% | $75,163-71.0% |
| Participation rate | 92.6% | 65.6%+27.0pp | 78.8%+13.8pp | 67.2%+25.4pp |
| Annual return | 75.93% | 31.72%+44.2pp | 134.42%-58.5pp | 160.62%-84.7pp |
| Employer contribution / active EE | $2,105 | $3,137-32.9% | $4,818-56.3% | $2,670-21.1% |
| Participant deferral / active EE | $1,760 | $3,411-48.4% | $5,680-69.0% | $4,125-57.3% |
| Admin fee / account holder | $111 | $5,956-98.1% | $13,210-99.2% | $5,651-98.0% |