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 | $28,202 | $83,902-66.4% | $167,512-83.2% | $84,808-66.7% |
| Participation rate | 90.9% | 66.5%+24.4pp | 77.1%+13.9pp | 68.3%+22.6pp |
| Annual return | 179.40% | 91.55%+87.8pp | 1615.79%-1436.4pp | 40.90%+138.5pp |
| Employer contribution / active EE | $3,120 | $2,264+37.8% | $3,882-19.6% | $2,631+18.6% |
| Participant deferral / active EE | $4,924 | $4,442+10.8% | $6,405-23.1% | $4,212+16.9% |
| Admin fee / account holder | $133 | $7,915-98.3% | $9,769-98.6% | $7,344-98.2% |