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 | $35,494 | $127,065-72.1% | $113,168-68.6% | $142,382-75.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 1032.37% | 24.03%+1008.3pp | 24.27%+1008.1pp | 217.08%+815.3pp |
| Employer contribution / active EE | $1,781 | $3,442-48.2% | $2,975-40.1% | $4,299-58.6% |
| Participant deferral / active EE | $2,846 | $5,716-50.2% | $5,107-44.3% | $6,507-56.3% |
| Admin fee / account holder | $249 | $15,736-98.4% | $12,068-97.9% | $12,624-98.0% |