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 | $25,635 | $83,902-69.4% | $167,512-84.7% | $84,808-69.8% |
| Participation rate | 87.1% | 66.5%+20.6pp | 77.1%+10.0pp | 68.3%+18.8pp |
| Annual return | 20.15% | 91.55%-71.4pp | 1615.79%-1595.6pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,068 | $2,264-8.7% | $3,882-46.7% | $2,631-21.4% |
| Participant deferral / active EE | $4,642 | $4,442+4.5% | $6,405-27.5% | $4,212+10.2% |
| Admin fee / account holder | $242 | $7,915-96.9% | $9,769-97.5% | $7,344-96.7% |