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 | $27,337 | $150,440-81.8% | $136,294-79.9% | $147,584-81.5% |
| Participation rate | 78.6% | 84.4%-5.9pp | 81.9%-3.3pp | 82.8%-4.3pp |
| Annual return | 584.40% | 1049.08%-464.7pp | 5155.94%-4571.5pp | 578.55%+5.9pp |
| Employer contribution / active EE | $1,821 | $5,256-65.3% | $4,695-61.2% | $4,876-62.7% |
| Participant deferral / active EE | $10,587 | $6,630+59.7% | $6,247+69.5% | $5,439+94.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |