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 4-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 | $55,771 | $81,625-31.7% | $58,482-4.6% | $139,434-60.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 34.16% | 7404.20%-7370.0pp | 4239.32%-4205.2pp | 372.94%-338.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $30,000 | $2,557+1073.4% | $1,924+1459.4% | $6,710+347.1% |
| Admin fee / account holder | $173 | $3,265-94.7% | $2,516-93.1% | $11,403-98.5% |