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 6-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 | $30,043 | $109,817-72.6% | $98,442-69.5% | $167,490-82.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 613.52% | 1956.69%-1343.2pp | 1492.73%-879.2pp | 478.56%+135.0pp |
| Employer contribution / active EE | $944 | $3,224-70.7% | $2,960-68.1% | $4,837-80.5% |
| Participant deferral / active EE | $1,919 | $4,673-58.9% | $4,276-55.1% | $6,341-69.7% |
| Admin fee / account holder | $78 | $6,753-98.8% | $5,949-98.7% | $12,309-99.4% |