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 5-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 | $17,636 | $73,515-76.0% | $62,995-72.0% | $147,584-88.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.78% | 175.43%-157.6pp | 87.57%-69.8pp | 578.55%-560.8pp |
| Employer contribution / active EE | $11,679 | $3,320+251.7% | $2,759+323.3% | $4,876+139.5% |
| Participant deferral / active EE | $9,100 | $4,185+117.4% | $3,329+173.3% | $5,439+67.3% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |