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 | $20,181 | $183,519-89.0% | $155,509-87.0% | $145,922-86.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.47% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,312 | $5,313-75.3% | $4,672-71.9% | $4,660-71.9% |
| Participant deferral / active EE | $4,111 | $6,462-36.4% | $5,626-26.9% | $6,688-38.5% |
| Admin fee / account holder | $161 | $19,313-99.2% | $15,912-99.0% | $13,397-98.8% |