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 | $9,259 | $70,756-86.9% | $65,493-85.9% | $142,382-93.5% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.1%+1.7pp |
| Annual return | 28.44% | 1754.89%-1726.5pp | 982.45%-954.0pp | 217.08%-188.6pp |
| Employer contribution / active EE | $619 | $2,881-78.5% | $2,574-76.0% | $4,299-85.6% |
| Participant deferral / active EE | $2,592 | $4,637-44.1% | $3,961-34.6% | $6,507-60.2% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |