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 7-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 | $41,695 | $102,604-59.4% | $86,188-51.6% | $139,434-70.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.90% | 1922.51%-1897.6pp | 1168.45%-1143.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $3,185 | $3,032+5.0% | $2,380+33.8% | $4,751-33.0% |
| Participant deferral / active EE | $7,103 | $4,676+51.9% | $3,985+78.2% | $6,710+5.9% |
| Admin fee / account holder | $47 | $8,657-99.5% | $6,852-99.3% | $11,403-99.6% |