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 | $26,106 | $105,998-75.4% | $92,233-71.7% | $147,584-82.3% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 25.20% | 50.05%-24.9pp | 176.28%-151.1pp | 578.55%-553.4pp |
| Employer contribution / active EE | $3,723 | $4,333-14.1% | $3,679+1.2% | $4,876-23.7% |
| Participant deferral / active EE | $8,656 | $4,478+93.3% | $3,897+122.1% | $5,439+59.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |