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 | $6,696 | $81,625-91.8% | $58,482-88.6% | $139,434-95.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 47.67% | 7404.20%-7356.5pp | 4239.32%-4191.6pp | 372.94%-325.3pp |
| Employer contribution / active EE | $2,236 | $1,398+59.9% | $1,053+112.2% | $4,751-52.9% |
| Participant deferral / active EE | $2,351 | $2,557-8.1% | $1,924+22.2% | $6,710-65.0% |
| Admin fee / account holder | $17 | $3,265-99.5% | $2,516-99.3% | $11,403-99.9% |