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 | $49,932 | $102,604-51.3% | $86,188-42.1% | $139,434-64.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.06% | 1922.51%-1899.4pp | 1168.45%-1145.4pp | 372.94%-349.9pp |
| Employer contribution / active EE | $652 | $3,032-78.5% | $2,380-72.6% | $4,751-86.3% |
| Participant deferral / active EE | $5,809 | $4,676+24.2% | $3,985+45.8% | $6,710-13.4% |
| Admin fee / account holder | $37 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |