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 5-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 | $34,283 | $102,604-66.6% | $86,188-60.2% | $139,434-75.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.10% | 1922.51%-1907.4pp | 1168.45%-1153.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $7,823 | $3,032+158.0% | $2,380+228.7% | $4,751+64.7% |
| Participant deferral / active EE | $6,643 | $4,676+42.1% | $3,985+66.7% | $6,710-1.0% |
| Admin fee / account holder | $75 | $8,657-99.1% | $6,852-98.9% | $11,403-99.3% |