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 9-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 | $12,059 | $94,752-87.3% | $112,887-89.3% | $139,434-91.4% |
| Participation rate | 75.0% | 81.3%-6.3pp | 80.5%-5.5pp | 80.3%-5.3pp |
| Annual return | 304.15% | 40.88%+263.3pp | 34.10%+270.1pp | 372.94%-68.8pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,449 | $6,512-31.7% | $6,513-31.7% | $6,710-33.7% |
| Admin fee / account holder | $210 | $8,527-97.5% | $7,047-97.0% | $11,403-98.2% |