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 6-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 | $21,974 | $96,635-77.3% | $86,612-74.6% | $139,434-84.2% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 23.19% | 106.41%-83.2pp | 591.07%-567.9pp | 372.94%-349.8pp |
| Employer contribution / active EE | $2,007 | $3,263-38.5% | $3,022-33.6% | $4,751-57.8% |
| Participant deferral / active EE | $6,522 | $4,836+34.9% | $4,438+47.0% | $6,710-2.8% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |