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 5-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 | $14,212 | $70,606-79.9% | $53,898-73.6% | $142,382-90.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 24.05% | 619.81%-595.8pp | 528.60%-504.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,092 | $1,202-9.2% | $932+17.1% | $4,299-74.6% |
| Participant deferral / active EE | $1,092 | $2,364-53.8% | $1,826-40.2% | $6,507-83.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |