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 | $38,540 | $102,317-62.3% | $146,958-73.8% | $80,856-52.3% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 13.85% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,912 | $6,644+49.2% | $8,070+22.8% | $4,296+130.7% |
| Admin fee / account holder | $255 | $7,941-96.8% | $12,998-98.0% | $6,918-96.3% |