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 | $56,857 | $95,971-40.8% | $74,550-23.7% | $135,375-58.0% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $3,740 | $2,716+37.7% | $1,961+90.7% | $4,779-21.7% |
| Participant deferral / active EE | $7,568 | $3,843+96.9% | $3,108+143.5% | $5,609+34.9% |
| Admin fee / account holder | $9 | $6,522-99.9% | $5,060-99.8% | $10,827-99.9% |