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 | $20,533 | $96,635-78.8% | $86,612-76.3% | $139,434-85.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.46% | 106.41%-79.0pp | 591.07%-563.6pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,946 | $3,263-40.4% | $3,022-35.6% | $4,751-59.0% |
| Participant deferral / active EE | $11,744 | $4,836+142.8% | $4,438+164.6% | $6,710+75.0% |
| Admin fee / account holder | $52 | $6,408-99.2% | $5,614-99.1% | $11,403-99.5% |