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 4-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 | $7,176 | $76,738-90.6% | $56,411-87.3% | $145,922-95.1% |
| Participation rate | 82.4% | 63.2%+19.1pp | 52.5%+29.9pp | 80.3%+2.1pp |
| Annual return | 16.19% | 2994.23%-2978.0pp | 1701.33%-1685.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,443 | $2,623+31.3% | $1,952+76.4% | $6,688-48.5% |
| Admin fee / account holder | $183 | $3,334-94.5% | $2,829-93.5% | $13,397-98.6% |