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 | $18,267 | $102,604-82.2% | $86,188-78.8% | $139,434-86.9% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.0%+25.8pp | 80.3%+14.4pp |
| Annual return | 162.73% | 1922.51%-1759.8pp | 1168.45%-1005.7pp | 372.94%-210.2pp |
| Employer contribution / active EE | $8,011 | $3,032+164.2% | $2,380+236.6% | $4,751+68.6% |
| Participant deferral / active EE | $6,423 | $4,676+37.4% | $3,985+61.2% | $6,710-4.3% |
| Admin fee / account holder | $127 | $8,657-98.5% | $6,852-98.1% | $11,403-98.9% |