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 | $42,706 | $96,305-55.7% | $80,569-47.0% | $139,434-69.4% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 25.00% | 1350.08%-1325.1pp | 935.43%-910.4pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,986 | $3,262-8.5% | $2,723+9.6% | $4,751-37.2% |
| Participant deferral / active EE | $8,081 | $5,232+54.5% | $4,447+81.7% | $6,710+20.4% |
| Admin fee / account holder | $150 | $6,599-97.7% | $5,377-97.2% | $11,403-98.7% |