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 | $21,491 | $100,852-78.7% | $90,404-76.2% | $158,922-86.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 29.10% | 1724.20%-1695.1pp | 1293.02%-1263.9pp | 302.83%-273.7pp |
| Employer contribution / active EE | $3,603 | $3,689-2.3% | $3,262+10.5% | $4,761-24.3% |
| Participant deferral / active EE | $8,003 | $4,348+84.1% | $3,963+101.9% | $5,982+33.8% |
| Admin fee / account holder | $61 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |