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 6-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 | $71,955 | $100,852-28.7% | $90,404-20.4% | $158,922-54.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 22.65% | 1724.20%-1701.6pp | 1293.02%-1270.4pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,981 | $3,689-46.3% | $3,262-39.3% | $4,761-58.4% |
| Participant deferral / active EE | $7,008 | $4,348+61.2% | $3,963+76.8% | $5,982+17.1% |
| Admin fee / account holder | $8 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |