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 4-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 | $11,860 | $106,515-88.9% | $96,683-87.7% | $139,434-91.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 105.69% | 38.43%+67.3pp | 35.69%+70.0pp | 372.94%-267.2pp |
| Employer contribution / active EE | $2,265 | $4,103-44.8% | $3,737-39.4% | $4,751-52.3% |
| Participant deferral / active EE | $7,536 | $5,454+38.2% | $4,878+54.5% | $6,710+12.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |