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 | $61,421 | $96,305-36.2% | $80,569-23.8% | $139,434-55.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.53% | 1350.08%-1332.6pp | 935.43%-917.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $6,108 | $3,262+87.2% | $2,723+124.3% | $4,751+28.6% |
| Participant deferral / active EE | $12,758 | $5,232+143.8% | $4,447+186.9% | $6,710+90.1% |
| Admin fee / account holder | $231 | $6,599-96.5% | $5,377-95.7% | $11,403-98.0% |