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 | $11,192 | $102,604-89.1% | $86,188-87.0% | $139,434-92.0% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 44.75% | 1922.51%-1877.8pp | 1168.45%-1123.7pp | 372.94%-328.2pp |
| Employer contribution / active EE | $2,493 | $3,032-17.8% | $2,380+4.7% | $4,751-47.5% |
| Participant deferral / active EE | $3,254 | $4,676-30.4% | $3,985-18.4% | $6,710-51.5% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |