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 | $22,062 | $158,398-86.1% | $126,539-82.6% | $142,382-84.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 19.43% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,313 | $4,650-71.8% | $3,674-64.3% | $4,299-69.5% |
| Participant deferral / active EE | $3,639 | $4,767-23.7% | $4,083-10.9% | $6,507-44.1% |
| Admin fee / account holder | $87 | $6,918-98.7% | $6,065-98.6% | $12,624-99.3% |