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 | $38,082 | $102,317-62.8% | $146,958-74.1% | $80,856-52.9% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 27.76% | 134.76%-107.0pp | 418.34%-390.6pp | 35.59%-7.8pp |
| Employer contribution / active EE | $2,203 | $3,713-40.7% | $4,933-55.3% | $2,755-20.0% |
| Participant deferral / active EE | $4,898 | $6,644-26.3% | $8,070-39.3% | $4,296+14.0% |
| Admin fee / account holder | $276 | $7,941-96.5% | $12,998-97.9% | $6,918-96.0% |