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 4-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 | $6,326 | $158,398-96.0% | $126,539-95.0% | $142,382-95.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 25.02% | 593.76%-568.7pp | 425.95%-400.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,819 | $4,767-40.9% | $4,083-30.9% | $6,507-56.7% |
| Admin fee / account holder | $214 | $6,918-96.9% | $6,065-96.5% | $12,624-98.3% |