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 | $21,333 | $106,890-80.0% | $84,015-74.6% | $152,861-86.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 21.13% | 104.99%-83.9pp | 71.31%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $4,058 | $2,734+48.4% | $1,983+104.6% | $4,762-14.8% |
| Participant deferral / active EE | $2,896 | $4,011-27.8% | $3,239-10.6% | $5,850-50.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |