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 | $60,168 | $102,604-41.4% | $86,188-30.2% | $139,434-56.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 10.80% | 1922.51%-1911.7pp | 1168.45%-1157.6pp | 372.94%-362.1pp |
| Employer contribution / active EE | $15,176 | $3,032+400.5% | $2,380+537.6% | $4,751+219.4% |
| Participant deferral / active EE | $9,969 | $4,676+113.2% | $3,985+150.1% | $6,710+48.6% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |