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 7-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 | $13,307 | $110,809-88.0% | $86,874-84.7% | $167,490-92.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 17.79% | 116.98%-99.2pp | 63.52%-45.7pp | 478.56%-460.8pp |
| Employer contribution / active EE | $3,052 | $3,244-5.9% | $2,495+22.3% | $4,837-36.9% |
| Participant deferral / active EE | $4,476 | $4,546-1.5% | $3,699+21.0% | $6,341-29.4% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |