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 | $21,960 | $74,888-70.7% | $71,209-69.2% | $142,382-84.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 100.53% | 345.14%-244.6pp | 282.51%-182.0pp | 217.08%-116.5pp |
| Employer contribution / active EE | $2,340 | $2,854-18.0% | $2,721-14.0% | $4,299-45.6% |
| Participant deferral / active EE | $2,340 | $4,454-47.5% | $4,175-44.0% | $6,507-64.0% |
| Admin fee / account holder | $149 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |