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 7-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 | $35,062 | $176,662-80.2% | $130,648-73.2% | $152,861-77.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.62% | 2692.24%-2671.6pp | 1708.96%-1688.3pp | 345.32%-324.7pp |
| Employer contribution / active EE | $8,048 | $5,742+40.2% | $4,092+96.7% | $4,762+69.0% |
| Participant deferral / active EE | $12,844 | $4,361+194.5% | $3,603+256.5% | $5,850+119.5% |
| Admin fee / account holder | $99 | $7,133-98.6% | $5,464-98.2% | $11,596-99.1% |