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 10-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 | $216,209 | $74,888+188.7% | $71,209+203.6% | $142,382+51.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $889 | $2,854-68.9% | $2,721-67.3% | $4,299-79.3% |
| Participant deferral / active EE | $1,730 | $4,454-61.2% | $4,175-58.6% | $6,507-73.4% |
| Admin fee / account holder | $27 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |