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 | $8,408 | $156,846-94.6% | $121,098-93.1% | $139,434-94.0% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 18.99% | 1474.56%-1455.6pp | 985.75%-966.8pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,516 | $5,536-72.6% | $4,164-63.6% | $4,751-68.1% |
| Participant deferral / active EE | $3,153 | $4,844-34.9% | $4,080-22.7% | $6,710-53.0% |
| Admin fee / account holder | $47 | $6,946-99.3% | $5,644-99.2% | $11,403-99.6% |