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 8-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 | $49,121 | $102,604-52.1% | $86,188-43.0% | $139,434-64.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.30% | 1922.51%-1904.2pp | 1168.45%-1150.2pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,897 | $3,032-4.5% | $2,380+21.7% | $4,751-39.0% |
| Participant deferral / active EE | $8,327 | $4,676+78.1% | $3,985+108.9% | $6,710+24.1% |
| Admin fee / account holder | $11 | $8,657-99.9% | $6,852-99.8% | $11,403-99.9% |