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 | $8,098 | $158,398-94.9% | $126,539-93.6% | $142,382-94.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 30.29% | 593.76%-563.5pp | 425.95%-395.7pp | 217.08%-186.8pp |
| Employer contribution / active EE | $1,374 | $4,650-70.4% | $3,674-62.6% | $4,299-68.0% |
| Participant deferral / active EE | $1,960 | $4,767-58.9% | $4,083-52.0% | $6,507-69.9% |
| Admin fee / account holder | $225 | $6,918-96.7% | $6,065-96.3% | $12,624-98.2% |