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 | $5,308 | $81,625-93.5% | $58,482-90.9% | $139,434-96.2% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 92.68% | 7404.20%-7311.5pp | 4239.32%-4146.6pp | 372.94%-280.3pp |
| Employer contribution / active EE | $1,411 | $1,398+0.9% | $1,053+34.0% | $4,751-70.3% |
| Participant deferral / active EE | $2,130 | $2,557-16.7% | $1,924+10.7% | $6,710-68.3% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |