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 | $20,973 | $70,606-70.3% | $53,898-61.1% | $142,382-85.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 229.58% | 619.81%-390.2pp | 528.60%-299.0pp | 217.08%+12.5pp |
| Employer contribution / active EE | $1,549 | $1,202+28.9% | $932+66.2% | $4,299-64.0% |
| Participant deferral / active EE | $2,282 | $2,364-3.5% | $1,826+24.9% | $6,507-64.9% |
| Admin fee / account holder | $18 | $2,852-99.4% | $2,491-99.3% | $12,624-99.9% |