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 | $8,938 | $76,738-88.4% | $56,411-84.2% | $145,922-93.9% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 20.10% | 2994.23%-2974.1pp | 1701.33%-1681.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $1,010 | $1,380-26.8% | $1,039-2.8% | $4,660-78.3% |
| Participant deferral / active EE | $2,939 | $2,623+12.1% | $1,952+50.6% | $6,688-56.1% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |