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 3-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 | $25,725 | $159,901-83.9% | $146,958-82.5% | $145,922-82.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.17% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,152 | $5,286-78.2% | $4,933-76.6% | $4,660-75.3% |
| Participant deferral / active EE | $8,325 | $8,428-1.2% | $8,070+3.2% | $6,688+24.5% |
| Admin fee / account holder | $138 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |