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 | $52,155 | $88,751-41.2% | $81,812-36.2% | $145,922-64.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 24.68% | 1025.40%-1000.7pp | 773.79%-749.1pp | 561.29%-536.6pp |
| Employer contribution / active EE | $789 | $3,083-74.4% | $2,912-72.9% | $4,660-83.1% |
| Participant deferral / active EE | $5,279 | $4,643+13.7% | $4,319+22.2% | $6,688-21.1% |
| Admin fee / account holder | $208 | $8,415-97.5% | $7,386-97.2% | $13,397-98.4% |