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 | $7,238 | $96,635-92.5% | $86,612-91.6% | $139,434-94.8% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 114.23% | 106.41%+7.8pp | 591.07%-476.8pp | 372.94%-258.7pp |
| Employer contribution / active EE | $1,915 | $3,263-41.3% | $3,022-36.7% | $4,751-59.7% |
| Participant deferral / active EE | $2,989 | $4,836-38.2% | $4,438-32.7% | $6,710-55.5% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |