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 10-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 | $24,844 | $45,152-45.0% | $73,843-66.4% | $59,632-58.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 98.08% | 27.40%+70.7pp | 2267.84%-2169.8pp | 2041.28%-1943.2pp |
| Employer contribution / active EE | $2,375 | $1,902+24.9% | $2,787-14.8% | $2,203+7.8% |
| Participant deferral / active EE | $4,310 | $2,574+67.5% | $3,583+20.3% | $3,192+35.0% |
| Admin fee / account holder | $123 | $3,516-96.5% | $4,880-97.5% | $4,297-97.1% |