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 | $30,242 | $70,606-57.2% | $53,898-43.9% | $142,382-78.8% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 140.35% | 619.81%-479.5pp | 528.60%-388.2pp | 217.08%-76.7pp |
| Employer contribution / active EE | $969 | $1,202-19.4% | $932+4.0% | $4,299-77.5% |
| Participant deferral / active EE | $6,029 | $2,364+155.0% | $1,826+230.1% | $6,507-7.4% |
| Admin fee / account holder | $133 | $2,852-95.3% | $2,491-94.6% | $12,624-98.9% |