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 6-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 | $11,627 | $54,350-78.6% | $82,719-85.9% | $68,494-83.0% |
| Participation rate | 92.5% | 63.9%+28.6pp | 72.6%+19.9pp | 67.9%+24.6pp |
| Annual return | 193.38% | -13.67%+207.0pp | 701.18%-507.8pp | -7.84%+201.2pp |
| Employer contribution / active EE | $2,106 | $2,218-5.1% | $3,009-30.0% | $2,596-18.9% |
| Participant deferral / active EE | $4,485 | $3,246+38.2% | $4,395+2.0% | $4,027+11.4% |
| Admin fee / account holder | $180 | $4,395-95.9% | $5,329-96.6% | $5,403-96.7% |