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 | $20,034 | $111,724-82.1% | $93,606-78.6% | $145,922-86.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 22.86% | 202.98%-180.1pp | 133.20%-110.3pp | 561.29%-538.4pp |
| Employer contribution / active EE | $5,657 | $3,090+83.1% | $2,420+133.8% | $4,660+21.4% |
| Participant deferral / active EE | $10,183 | $4,912+107.3% | $4,411+130.8% | $6,688+52.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |