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 | $20,164 | $92,703-78.2% | $82,719-75.6% | $134,475-85.0% |
| Participation rate | 94.7% | 75.2%+19.5pp | 72.6%+22.2pp | 81.2%+13.5pp |
| Annual return | 42.91% | 944.92%-902.0pp | 701.18%-658.3pp | 417.96%-375.1pp |
| Employer contribution / active EE | $2,654 | $3,274-18.9% | $3,009-11.8% | $4,740-44.0% |
| Participant deferral / active EE | $5,209 | $4,802+8.5% | $4,395+18.5% | $6,400-18.6% |
| Admin fee / account holder | $219 | $5,983-96.3% | $5,329-95.9% | $11,426-98.1% |