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 7-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 | $14,178 | $70,606-79.9% | $53,898-73.7% | $142,382-90.0% |
| Participation rate | 86.7% | 63.7%+23.0pp | 55.0%+31.7pp | 80.1%+6.5pp |
| Annual return | 14.04% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.0pp |
| Employer contribution / active EE | $325 | $1,202-72.9% | $932-65.1% | $4,299-92.4% |
| Participant deferral / active EE | $1,460 | $2,364-38.2% | $1,826-20.1% | $6,507-77.6% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |