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 | $7,344 | $96,635-92.4% | $86,612-91.5% | $139,434-94.7% |
| Participation rate | 94.1% | 74.4%+19.7pp | 71.7%+22.4pp | 80.3%+13.8pp |
| Annual return | 41.62% | 106.41%-64.8pp | 591.07%-549.5pp | 372.94%-331.3pp |
| Employer contribution / active EE | $1,813 | $3,263-44.4% | $3,022-40.0% | $4,751-61.8% |
| Participant deferral / active EE | $2,361 | $4,836-51.2% | $4,438-46.8% | $6,710-64.8% |
| Admin fee / account holder | $140 | $6,408-97.8% | $5,614-97.5% | $11,403-98.8% |