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 | $11,150 | $81,625-86.3% | $58,482-80.9% | $139,434-92.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 23.90% | 7404.20%-7380.3pp | 4239.32%-4215.4pp | 372.94%-349.0pp |
| Employer contribution / active EE | $203 | $1,398-85.5% | $1,053-80.7% | $4,751-95.7% |
| Participant deferral / active EE | $5,076 | $2,557+98.6% | $1,924+163.9% | $6,710-24.3% |
| Admin fee / account holder | $97 | $3,265-97.0% | $2,516-96.2% | $11,403-99.2% |