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 5-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 | $26,358 | $133,922-80.3% | $116,228-77.3% | $142,382-81.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.87% | 147.76%-124.9pp | 90.06%-67.2pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,900 | $3,446-44.8% | $2,994-36.5% | $4,299-55.8% |
| Participant deferral / active EE | $5,509 | $5,672-2.9% | $4,953+11.2% | $6,507-15.3% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |