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 8-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 | $143,167 | $160,055-10.6% | $140,016+2.3% | $135,375+5.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $2,184 | $6,420-66.0% | $5,606-61.0% | $4,779-54.3% |
| Participant deferral / active EE | $4,140 | $7,642-45.8% | $6,927-40.2% | $5,609-26.2% |
| Admin fee / account holder | $16 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |