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 8-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 | $47,764 | $102,604-53.4% | $86,188-44.6% | $139,434-65.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.82% | 1922.51%-1905.7pp | 1168.45%-1151.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,161 | $3,032-28.8% | $2,380-9.2% | $4,751-54.5% |
| Participant deferral / active EE | $4,714 | $4,676+0.8% | $3,985+18.3% | $6,710-29.8% |
| Admin fee / account holder | $164 | $8,657-98.1% | $6,852-97.6% | $11,403-98.6% |