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 | $11,472 | $70,756-83.8% | $65,493-82.5% | $142,382-91.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 27.67% | 1754.89%-1727.2pp | 982.45%-954.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $1,893 | $2,881-34.3% | $2,574-26.5% | $4,299-56.0% |
| Participant deferral / active EE | $2,104 | $4,637-54.6% | $3,961-46.9% | $6,507-67.7% |
| Admin fee / account holder | $11 | $6,559-99.8% | $5,028-99.8% | $12,624-99.9% |