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 | $7,957 | $96,305-91.7% | $80,569-90.1% | $139,434-94.3% |
| Participation rate | 94.1% | 73.6%+20.5pp | 67.0%+27.1pp | 80.3%+13.8pp |
| Annual return | 59.87% | 1350.08%-1290.2pp | 935.43%-875.6pp | 372.94%-313.1pp |
| Employer contribution / active EE | $2,324 | $3,262-28.7% | $2,723-14.7% | $4,751-51.1% |
| Participant deferral / active EE | $3,466 | $5,232-33.7% | $4,447-22.1% | $6,710-48.3% |
| Admin fee / account holder | $193 | $6,599-97.1% | $5,377-96.4% | $11,403-98.3% |