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 | $21,047 | $176,662-88.1% | $130,648-83.9% | $152,861-86.2% |
| Participation rate | 83.3% | 79.0%+4.4pp | 71.7%+11.6pp | 82.4%+0.9pp |
| Annual return | 27.13% | 2692.24%-2665.1pp | 1708.96%-1681.8pp | 345.32%-318.2pp |
| Employer contribution / active EE | $2,196 | $5,742-61.8% | $4,092-46.3% | $4,762-53.9% |
| Participant deferral / active EE | $3,316 | $4,361-24.0% | $3,603-8.0% | $5,850-43.3% |
| Admin fee / account holder | $71 | $7,133-99.0% | $5,464-98.7% | $11,596-99.4% |