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 3-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 | $22,136 | $72,400-69.4% | $67,502-67.2% | $145,922-84.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 30.49% | 7182.46%-7152.0pp | 3512.12%-3481.6pp | 561.29%-530.8pp |
| Employer contribution / active EE | $2,268 | $3,069-26.1% | $2,731-17.0% | $4,660-51.3% |
| Participant deferral / active EE | $5,514 | $4,783+15.3% | $4,000+37.8% | $6,688-17.6% |
| Admin fee / account holder | $31 | $5,539-99.4% | $3,998-99.2% | $13,397-99.8% |