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 | $69,643 | $176,662-60.6% | $130,648-46.7% | $152,861-54.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 30.61% | 2692.24%-2661.6pp | 1708.96%-1678.3pp | 345.32%-314.7pp |
| Employer contribution / active EE | $3,640 | $5,742-36.6% | $4,092-11.0% | $4,762-23.6% |
| Participant deferral / active EE | $18,500 | $4,361+324.2% | $3,603+413.5% | $5,850+216.2% |
| Admin fee / account holder | $19 | $7,133-99.7% | $5,464-99.7% | $11,596-99.8% |