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 7-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 | $54,350 | $185,200-70.7% | $142,863-62.0% | $167,490-67.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 23.68% | 8555.70%-8532.0pp | 5637.54%-5613.9pp | 478.56%-454.9pp |
| Employer contribution / active EE | $1,952 | $5,604-65.2% | $4,144-52.9% | $4,837-59.6% |
| Participant deferral / active EE | $1,708 | $4,494-62.0% | $3,837-55.5% | $6,341-73.1% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |