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 | $25,262 | $99,877-74.7% | $84,966-70.3% | $145,922-82.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 50.59% | 83.76%-33.2pp | 66.38%-15.8pp | 561.29%-510.7pp |
| Employer contribution / active EE | $2,989 | $3,231-7.5% | $2,727+9.6% | $4,660-35.8% |
| Participant deferral / active EE | $7,685 | $5,291+45.3% | $4,519+70.0% | $6,688+14.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |