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 9-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 | $32,128 | $72,400-55.6% | $67,502-52.4% | $145,922-78.0% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.5pp | 80.3%+3.1pp |
| Annual return | 14.16% | 7182.46%-7168.3pp | 3512.12%-3498.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,143 | $3,069-30.2% | $2,731-21.5% | $4,660-54.0% |
| Participant deferral / active EE | $4,636 | $4,783-3.1% | $4,000+15.9% | $6,688-30.7% |
| Admin fee / account holder | $25 | $5,539-99.5% | $3,998-99.4% | $13,397-99.8% |