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 | $61,362 | $70,606-13.1% | $53,898+13.8% | $142,382-56.9% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 20.74% | 619.81%-599.1pp | 528.60%-507.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,908 | $1,202+141.9% | $932+211.9% | $4,299-32.4% |
| Participant deferral / active EE | $8,633 | $2,364+265.2% | $1,826+372.7% | $6,507+32.7% |
| Admin fee / account holder | $2 | $2,852-99.9% | $2,491-99.9% | $12,624-100.0% |