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 | $5,565 | $88,751-93.7% | $81,812-93.2% | $145,922-96.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 3158.98% | 1025.40%+2133.6pp | 773.79%+2385.2pp | 561.29%+2597.7pp |
| Employer contribution / active EE | $1,389 | $3,083-55.0% | $2,912-52.3% | $4,660-70.2% |
| Participant deferral / active EE | $1,440 | $4,643-69.0% | $4,319-66.7% | $6,688-78.5% |
| Admin fee / account holder | $63 | $8,415-99.3% | $7,386-99.1% | $13,397-99.5% |