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 7-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 | $10,745 | $102,966-89.6% | $90,281-88.1% | $152,861-93.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 116.26% | 95.16%+21.1pp | 78.10%+38.2pp | 345.32%-229.1pp |
| Employer contribution / active EE | $8,202 | $3,139+161.3% | $2,854+187.4% | $4,762+72.2% |
| Participant deferral / active EE | $4,580 | $4,281+7.0% | $3,885+17.9% | $5,850-21.7% |
| Admin fee / account holder | $28 | $6,171-99.6% | $5,351-99.5% | $11,596-99.8% |