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 8-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 | $22,302 | $92,703-75.9% | $82,719-73.0% | $134,475-83.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 198.95% | 944.92%-746.0pp | 701.18%-502.2pp | 417.96%-219.0pp |
| Employer contribution / active EE | $603 | $3,274-81.6% | $3,009-80.0% | $4,740-87.3% |
| Participant deferral / active EE | $3,517 | $4,802-26.8% | $4,395-20.0% | $6,400-45.1% |
| Admin fee / account holder | $84 | $5,983-98.6% | $5,329-98.4% | $11,426-99.3% |