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 | $38,518 | $70,756-45.6% | $65,493-41.2% | $142,382-72.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 24.66% | 1754.89%-1730.2pp | 982.45%-957.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $5,133 | $2,881+78.2% | $2,574+99.4% | $4,299+19.4% |
| Participant deferral / active EE | $5,892 | $4,637+27.1% | $3,961+48.7% | $6,507-9.5% |
| Admin fee / account holder | $172 | $6,559-97.4% | $5,028-96.6% | $12,624-98.6% |