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 | $16,710 | $96,635-82.7% | $86,612-80.7% | $139,434-88.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.59% | 106.41%-79.8pp | 591.07%-564.5pp | 372.94%-346.3pp |
| Employer contribution / active EE | $3,457 | $3,263+6.0% | $3,022+14.4% | $4,751-27.2% |
| Participant deferral / active EE | $4,388 | $4,836-9.3% | $4,438-1.1% | $6,710-34.6% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |