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 | $13,288 | $158,398-91.6% | $126,539-89.5% | $142,382-90.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 69.8%+13.5pp | 80.1%+3.2pp |
| Annual return | 26.64% | 593.76%-567.1pp | 425.95%-399.3pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,480 | $4,650-68.2% | $3,674-59.7% | $4,299-65.6% |
| Participant deferral / active EE | $4,232 | $4,767-11.2% | $4,083+3.7% | $6,507-35.0% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |