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 8-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 | $46,128 | $100,852-54.3% | $90,404-49.0% | $158,922-71.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 28.99% | 1724.20%-1695.2pp | 1293.02%-1264.0pp | 302.83%-273.8pp |
| Employer contribution / active EE | $3,744 | $3,689+1.5% | $3,262+14.8% | $4,761-21.4% |
| Participant deferral / active EE | $12,247 | $4,348+181.7% | $3,963+209.0% | $5,982+104.7% |
| Admin fee / account holder | $137 | $6,501-97.9% | $5,611-97.6% | $11,246-98.8% |