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 | $20,466 | $159,901-87.2% | $146,958-86.1% | $145,922-86.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 71.22% | 98.13%-26.9pp | 418.34%-347.1pp | 561.29%-490.1pp |
| Employer contribution / active EE | $1,036 | $5,286-80.4% | $4,933-79.0% | $4,660-77.8% |
| Participant deferral / active EE | $2,998 | $8,428-64.4% | $8,070-62.9% | $6,688-55.2% |
| Admin fee / account holder | $91 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |