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 10-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 | $63,593 | $99,020-35.8% | $86,590-26.6% | $147,584-56.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.92% | 1312.34%-1288.4pp | 964.84%-940.9pp | 578.55%-554.6pp |
| Employer contribution / active EE | $6,630 | $3,132+111.7% | $2,839+133.5% | $4,876+36.0% |
| Participant deferral / active EE | $3,352 | $3,972-15.6% | $3,609-7.1% | $5,439-38.4% |
| Admin fee / account holder | $277 | $5,710-95.1% | $4,906-94.4% | $10,885-97.5% |