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 | $54,198 | $70,756-23.4% | $65,493-17.2% | $142,382-61.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.82% | 1754.89%-1734.1pp | 982.45%-961.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,355 | $2,881+16.5% | $2,574+30.3% | $4,299-22.0% |
| Participant deferral / active EE | $13,951 | $4,637+200.8% | $3,961+252.2% | $6,507+114.4% |
| Admin fee / account holder | $199 | $6,559-97.0% | $5,028-96.0% | $12,624-98.4% |