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 | $11,772 | $70,606-83.3% | $53,898-78.2% | $142,382-91.7% |
| Participation rate | 88.2% | 63.7%+24.5pp | 55.0%+33.3pp | 80.1%+8.1pp |
| Annual return | 85.67% | 619.81%-534.1pp | 528.60%-442.9pp | 217.08%-131.4pp |
| Employer contribution / active EE | $1,618 | $1,202+34.6% | $932+73.6% | $4,299-62.4% |
| Participant deferral / active EE | $2,068 | $2,364-12.5% | $1,826+13.2% | $6,507-68.2% |
| Admin fee / account holder | $222 | $2,852-92.2% | $2,491-91.1% | $12,624-98.2% |