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 | $13,054 | $70,756-81.6% | $65,493-80.1% | $142,382-90.8% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 26.50% | 1754.89%-1728.4pp | 982.45%-955.9pp | 217.08%-190.6pp |
| Employer contribution / active EE | $1,431 | $2,881-50.3% | $2,574-44.4% | $4,299-66.7% |
| Participant deferral / active EE | $2,874 | $4,637-38.0% | $3,961-27.4% | $6,507-55.8% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |