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 | $19,990 | $159,901-87.5% | $146,958-86.4% | $145,922-86.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 130.93% | 98.13%+32.8pp | 418.34%-287.4pp | 561.29%-430.4pp |
| Employer contribution / active EE | $2,522 | $5,286-52.3% | $4,933-48.9% | $4,660-45.9% |
| Participant deferral / active EE | $2,604 | $8,428-69.1% | $8,070-67.7% | $6,688-61.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |